Iron Gate Global Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Iron Gate Global 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	$391K	Hold	2,678	–	–	0.04%	68
2025 Q4	$373K	Hold	2,678	–	–	0.04%	66
2025 Q3	$375K	Sell	2,678 -1,322	-33%	-$184K	0.04%	67
2025 Q2	$543K	Buy	4,000 +1,700	+74%	+$225K	0.06%	49
2025 Q1	$312K	Hold	2,300	–	–	0.04%	67
2024 Q4	$302K	Hold	2,300	–	–	0.04%	70
2024 Q3	$327K	Hold	2,300	–	–	0.05%	62
2024 Q2	$291K	Hold	2,300	–	–	0.05%	72
2024 Q1	$301K	Sell	2,300 -165	-7%	-$20.7K	0.05%	77
2023 Q4	$308K	Buy	2,465 +165	+7%	+$19.4K	0.06%	72
2023 Q3	$262K	Hold	2,300	–	–	0.06%	73
2023 Q2	$283K	Hold	2,300	–	–	0.06%	74
2023 Q1	$285K	Hold	2,300	–	–	0.07%	70
2022 Q4	$297K	Buy	+2,300	New	+$284K	0.08%	66
2022 Q3	–	Sell	-2,300	Closed	-$272K	–	100
2022 Q2	$272K	Buy	2,300 +600	+35%	+$74.8K	0.08%	73
2022 Q1	$217K	Hold	1,700	–	–	0.05%	95
2021 Q4	$224K	Sell	1,700 -200	-11%	-$24.9K	0.05%	105
2021 Q3	$223K	Hold	1,900	–	–	0.06%	100
2021 Q2	$232K	Sell	1,900 -1,100	-37%	-$136K	0.07%	95
2021 Q1	$354K	Buy	+3,000	New	+$336K	0.11%	74
2020 Q1	–	Sell	-3,698	Closed	-$398K	–	64
2019 Q4	$398K	Buy	3,698 +146	+4%	+$15.3K	0.23%	43
2019 Q3	$364K	Buy	+3,552	New	+$358K	0.22%	48
2019 Q2	–	Sell	-3,546	Closed	-$353K	–	78
2019 Q1	$353K	Buy	+3,546	New	+$341K	0.14%	48
2018 Q4	–	Sell	-3,540	Closed	-$347K	–	193
2018 Q3	$347K	Sell	3,540 -250	-7%	-$24.2K	0.23%	41
2018 Q2	$351K	Buy	+3,790	New	+$349K	0.26%	36
2018 Q1	–	Sell	-3,889	Closed	-$367K	–	61
2017 Q4	$367K	Buy	+3,889	New	+$364K	0.31%	35
2017 Q3	–	Sell	-2,541	Closed	-$226K	–	52
2017 Q2	$226K	Buy	+2,541	New	+$225K	0.25%	39

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

Iron Gate Global Advisors's SDY Position: Q1 2026 in Review

Iron Gate Global Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,678 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #68.

Iron Gate Global Advisors first reported a position in SDY in Q2 2017 and has held it in 27 quarters since. The position peaked at $543K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Iron Gate Global Advisors held 2,678 shares of State Street SPDR S&P Dividend ETF worth $391K as of Q1 2026.
Iron Gate Global Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Iron Gate Global Advisors's portfolio in Q1 2026, its #68 holding.
Iron Gate Global Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 27 quarters since.
Iron Gate Global Advisors's State Street SPDR S&P Dividend ETF position peaked at $543K in Q2 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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