Burk Holdings’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
Q2
$89.2K Hold
586
0.03% 115
2026
Q1
$85.5K Buy
+586
New +$87.3K 0.04% 117

Other funds holding SDY

Burk Holdings's SDY Position: Q2 2026 in Review

Burk Holdings held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 586 shares worth $89.2K. The position accounts for 0.03% of the portfolio, ranked #115.

Burk Holdings first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Burk Holdings held 586 shares of State Street SPDR S&P Dividend ETF worth $89.2K as of Q2 2026.
  • Burk Holdings left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Burk Holdings's portfolio in Q2 2026, its #115 holding.
  • Burk Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.