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

Ancora 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 Q1	$1.55M	Buy	10,609 +36	+0.3%	+$5.36K	0.03%	320
2025 Q4	$1.47M	Buy	10,573 +2	+0%	+$278	0.03%	340
2025 Q3	$1.48M	Buy	10,571 +16	+0.2%	+$2.23K	0.03%	347
2025 Q2	$1.43M	Buy	10,555 +5	+0%	+$663	0.03%	346
2025 Q1	$1.43M	Buy	10,550 +35	+0.3%	+$4.71K	0.03%	329
2024 Q4	$1.39M	Buy	10,515 +44	+0.4%	+$6.14K	0.03%	342
2024 Q3	$1.49M	Sell	10,471 -78	-0.7%	-$10.5K	0.03%	322
2024 Q2	$1.34M	Buy	10,549 +38	+0.4%	+$4.89K	0.03%	336
2024 Q1	$1.38M	Buy	10,511 +1,091	+12%	+$137K	0.03%	341
2023 Q4	$1.18M	Buy	9,420 +20	+0.2%	+$2.35K	0.03%	351
2023 Q3	$1.08M	Buy	9,400 +445	+5%	+$54.3K	0.03%	346
2023 Q2	$1.1M	Sell	8,955 -399	-4%	-$48.7K	0.03%	336
2023 Q1	$1.16M	Buy	9,354 +35	+0.4%	+$4.4K	0.03%	328
2022 Q4	$1.17M	Buy	9,319 +163	+2%	+$20.1K	0.03%	332
2022 Q3	$1.02M	Buy	9,156 +38	+0.4%	+$4.68K	0.03%	347
2022 Q2	$1.08M	Buy	9,118 +37	+0.4%	+$4.61K	0.03%	348
2022 Q1	$1.16M	Buy	9,081 +36	+0.4%	+$4.55K	0.03%	370
2021 Q4	$1.17M	Sell	9,045 -318	-3%	-$39.6K	0.03%	364
2021 Q3	$1.1M	Sell	9,363 -1,339	-13%	-$164K	0.03%	371
2021 Q2	$1.31M	Buy	10,702 +37	+0.3%	+$4.57K	0.03%	349
2021 Q1	$1.26M	Buy	10,665 +41	+0.4%	+$4.6K	0.03%	340
2020 Q4	$1.13M	Buy	10,624 +5	+0%	+$506	0.04%	339
2020 Q3	$981K	Sell	10,619 -156	-1%	-$14.7K	0.04%	321
2020 Q2	$983K	Sell	10,775 -196	-2%	-$17.2K	0.04%	315
2020 Q1	$876K	Buy	10,971 +141	+1%	+$13.9K	0.04%	337
2019 Q4	$1.17M	Buy	10,830 +192	+2%	+$20.2K	0.04%	332
2019 Q3	$1.09M	Buy	10,638 +2,347	+28%	+$237K	0.05%	311
2019 Q2	$836K	Sell	8,291 -23	-0.3%	-$2.3K	0.04%	325
2019 Q1	$827K	Buy	8,314 +30	+0.4%	+$2.88K	0.04%	330
2018 Q4	$742K	Buy	8,284 +141	+2%	+$13.3K	0.04%	336
2018 Q3	$797K	Buy	8,143 +423	+5%	+$41K	0.03%	385
2018 Q2	$716K	Sell	7,720 -493	-6%	-$45.4K	0.03%	403
2018 Q1	$749K	Buy	8,213 +53	+0.6%	+$4.95K	0.03%	386
2017 Q4	$771K	Buy	8,160 +313	+4%	+$29.3K	0.04%	350
2017 Q3	$717K	Buy	7,847 +130	+2%	+$11.6K	0.04%	387
2017 Q2	$686K	Sell	7,717 -498	-6%	-$44.1K	0.04%	368
2017 Q1	$725K	Buy	8,215 +263	+3%	+$23K	0.05%	360
2016 Q4	$681K	Buy	7,952 +5,535	+229%	+$465K	0.05%	356
2016 Q3	$204K	Buy	+2,417	New	+$206K	0.02%	473
2016 Q2	–	Sell	-2,714	Closed	-$217K	–	541
2016 Q1	$217K	Buy	+2,714	New	+$201K	0.03%	434

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ancora Advisors's SDY Position: Q1 2026 in Review

Ancora Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.34% in Q1 2026, buying an estimated $5.36K and bringing the position to 10,609 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #320.

Ancora Advisors first reported a position in SDY in Q1 2016 and has held it in 40 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Ancora Advisors held 10,609 shares of State Street SPDR S&P Dividend ETF worth $1.55M as of Q1 2026.
Ancora Advisors bought 36 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $5.36K.
State Street SPDR S&P Dividend ETF made up 0.03% of Ancora Advisors's portfolio in Q1 2026, its #320 holding.
Ancora Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 40 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.