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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
Q3 		$387K Sell
2,641
-19
-0.7% -$2.94K 0.01% 846
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

GAMMA Investing's SDY Position: Q3 2026 in Review

GAMMA Investing reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.71% in Q3 2026, selling an estimated $2.94K and leaving 2,641 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #846.

GAMMA Investing first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $405K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • GAMMA Investing held 2,641 shares of State Street SPDR S&P Dividend ETF worth $387K as of Q3 2026.
  • GAMMA Investing sold 19 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $2.94K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #846 holding.
  • GAMMA Investing first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's State Street SPDR S&P Dividend ETF position peaked at $405K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.