Anchor Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Anchor Investment Management’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	$123K	Sell	807 -149	-16%	-$22.2K	0.01%	456
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's SDY Position: Q2 2026 in Review

Anchor Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 16% in Q2 2026, selling an estimated $22.2K and leaving 807 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #456.

Anchor Investment Management first reported a position in SDY in Q1 2016 and has held it in 42 quarters since. The position peaked at $140K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Anchor Investment Management held 807 shares of State Street SPDR S&P Dividend ETF worth $123K as of Q2 2026.
Anchor Investment Management sold 149 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $22.2K.
State Street SPDR S&P Dividend ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #456 holding.
Anchor Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 42 quarters since.
Anchor Investment Management's State Street SPDR S&P Dividend ETF position peaked at $140K in Q1 2026.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.