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GAMMA Investing’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

GAMMA Investing’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 		$405K Hold
2,660
– – 0.02% 769
2026
Q1 		$388K Hold
2,660
– – 0.02% 696
2025
Q4 		$370K Hold
2,660
– – 0.02% 659
2025
Q3 		$373K Hold
2,660
– – 0.02% 616
2025
Q2 		$361K Buy
2,660
+334
+14% +$44.3K 0.02% 590
2025
Q1 		$316K Hold
2,326
– – 0.02% 579
2024
Q4 		$307K Hold
2,326
– – 0.03% 531
2024
Q3 		$330K Buy
2,326
+441
+23% +$59.6K 0.03% 433
2024
Q2 		$240K Buy
1,885
+417
+28% +$53.7K 0.03% 454
2024
Q1 		$193K Hold
1,468
– – 0.04% 401
2023
Q4 		$181K Buy
+1,468
New +$172K 0.05% 334

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

GAMMA Investing's SDY Position: Q2 2026 in Review

GAMMA Investing held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,660 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #769.

GAMMA Investing first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • GAMMA Investing held 2,660 shares of State Street SPDR S&P Dividend ETF worth $405K as of Q2 2026.
  • GAMMA Investing left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #769 holding.
  • GAMMA Investing first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.