Anchor Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Buy |
956
+250
| +35% | +$37.3K | 0.01% | 434 |
|
|
2025
Q4 | $98.2K | Hold |
706
| – | – | 0.01% | 486 |
|
|
2025
Q3 | $98.9K | Hold |
706
| – | – | 0.01% | 490 |
|
|
2025
Q2 | $95.8K | Hold |
706
| – | – | 0.01% | 481 |
|
|
2025
Q1 | $95.8K | Hold |
706
| – | – | 0.01% | 467 |
|
|
2024
Q4 | $93.3K | Hold |
706
| – | – | 0.01% | 473 |
|
|
2024
Q3 | $100K | Sell |
706
-50
| -7% | -$6.76K | 0.01% | 461 |
|
|
2024
Q2 | $96.1K | Hold |
756
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $99.2K | Buy |
756
+50
| +7% | +$6.27K | 0.01% | 440 |
|
|
2023
Q4 | $88.2K | Hold |
706
| – | – | 0.01% | 453 |
|
|
2023
Q3 | $81.2K | Buy |
706
+606
| +606% | +$74K | 0.01% | 445 |
|
|
2023
Q2 | $12.3K | Hold |
100
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $12.4K | Hold |
100
| – | – | ﹤0.01% | 712 |
|
|
2022
Q4 | $12.5K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $11.2K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $11.9K | Hold |
100
| – | – | ﹤0.01% | 710 |
|
|
2022
Q1 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $12.9K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2020
Q4 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 672 |
|
|
2020
Q3 | $9.24K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2020
Q2 | $9.12K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $7.99K | Sell |
100
-833
| -89% | -$82.2K | ﹤0.01% | 654 |
|
|
2019
Q4 | $100K | Buy |
933
+700
| +300% | +$73.5K | 0.02% | 370 |
|
|
2019
Q3 | $23.9K | Hold |
233
| – | – | 0.01% | 543 |
|
|
2019
Q2 | $23.5K | Hold |
233
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $23.2K | Hold |
233
| – | – | 0.01% | 540 |
|
|
2018
Q4 | $20.9K | Hold |
233
| – | – | 0.01% | 538 |
|
|
2018
Q3 | $22.8K | Hold |
233
| – | – | 0.01% | 557 |
|
|
2018
Q2 | $21.6K | Hold |
233
| – | – | 0.01% | 572 |
|
|
2018
Q1 | $21.3K | Hold |
233
| – | – | 0.01% | 564 |
|
|
2017
Q4 | $22K | Hold |
233
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $21.3K | Hold |
233
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $20.7K | Hold |
233
| – | – | 0.01% | 493 |
|
|
2017
Q1 | $20.5K | Buy |
233
+100
| +75% | +$8.74K | 0.01% | 482 |
|
|
2016
Q4 | $11.4K | Hold |
133
| – | – | ﹤0.01% | 529 |
|
|
2016
Q3 | $11.2K | Hold |
133
| – | – | ﹤0.01% | 515 |
|
|
2016
Q2 | $11.2K | Hold |
133
| – | – | ﹤0.01% | 507 |
|
|
2016
Q1 | $10.6K | Buy |
+133
| New | +$9.85K | ﹤0.01% | 484 |
|
Other funds holding SDY
JIC
Anchor Investment Management's SDY Position: Q1 2026 in Review
Anchor Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 35% in Q1 2026, buying an estimated $37.3K and bringing the position to 956 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #434.
Anchor Investment Management first reported a position in SDY in Q1 2016 and has held it in 41 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Anchor Investment Management held 956 shares of State Street SPDR S&P Dividend ETF worth $140K as of Q1 2026.
- Anchor Investment Management bought 250 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $37.3K.
- State Street SPDR S&P Dividend ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #434 holding.
- Anchor Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 41 quarters since.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.