1620 Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

1620 Investment Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35K	Hold	22	–	–	﹤0.01%	577
2026 Q1	$3.21K	Hold	22	–	–	﹤0.01%	551
2025 Q4	$3.06K	Hold	22	–	–	﹤0.01%	557
2025 Q3	$3.08K	Hold	22	–	–	﹤0.01%	551
2025 Q2	$2.99K	Hold	22	–	–	﹤0.01%	574
2025 Q1	$2.98K	Hold	22	–	–	﹤0.01%	551
2024 Q4	$2.91K	Buy	+22	New	+$3.07K	﹤0.01%	562

Other funds holding SDY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

1620 Investment Advisors's SDY Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 22 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

1620 Investment Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

1620 Investment Advisors held 22 shares of State Street SPDR S&P Dividend ETF worth $3.35K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #577 holding.
1620 Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
527 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.