Brandywine Oak Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brandywine Oak Private Wealth’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	$265K	Sell	1,739 -50	-3%	-$7.45K	0.02%	210
2026 Q1	$261K	Sell	1,789 -50	-3%	-$7.45K	0.02%	205
2025 Q4	$256K	Sell	1,839 -221	-11%	-$30.8K	0.02%	215
2025 Q3	$288K	Buy	2,060 +262	+15%	+$36.5K	0.03%	199
2025 Q2	$244K	Sell	1,798 -68	-4%	-$9.02K	0.02%	210
2025 Q1	$253K	Hold	1,866	–	–	0.02%	198
2024 Q4	$246K	Buy	1,866 +15	+0.8%	+$2.1K	0.02%	205
2024 Q3	$263K	Sell	1,851 -674	-27%	-$91.2K	0.03%	207
2024 Q2	$321K	Buy	2,525 +26	+1%	+$3.35K	0.03%	186
2024 Q1	$328K	Sell	2,499 -84	-3%	-$10.5K	0.03%	186
2023 Q4	$323K	Buy	2,583 +46	+2%	+$5.4K	0.04%	183
2023 Q3	$292K	Buy	2,537 +123	+5%	+$15K	0.03%	188
2023 Q2	$296K	Sell	2,414 -96	-4%	-$11.7K	0.03%	198
2023 Q1	$311K	Buy	2,510 +75	+3%	+$9.44K	0.04%	195
2022 Q4	$305K	Hold	2,435	–	–	0.04%	197
2022 Q3	$271K	Buy	2,435 +732	+43%	+$90.2K	0.04%	217
2022 Q2	$202K	Buy	+1,703	New	+$212K	0.03%	308
2021 Q2	–	Sell	-2,124	Closed	-$250K	–	344
2021 Q1	$250K	Sell	2,124 -80	-4%	-$8.97K	0.04%	239
2020 Q4	$233K	Sell	2,204 -45	-2%	-$4.55K	0.04%	247
2020 Q3	$207K	Sell	2,249 -16	-0.7%	-$1.51K	0.03%	254
2020 Q2	$206K	Sell	2,265 -955	-30%	-$83.9K	0.04%	239
2020 Q1	$226K	Sell	3,220 -13,485	-81%	-$1.33M	0.05%	194
2019 Q4	$1.8M	Buy	16,705 +608	+4%	+$63.8K	0.33%	47
2019 Q3	$1.65M	Buy	16,097 +1,076	+7%	+$108K	0.31%	52
2019 Q2	$1.51M	Buy	15,021 +1,770	+13%	+$177K	0.3%	56
2019 Q1	$1.32M	Sell	13,251 -2,267	-15%	-$218K	0.27%	55
2018 Q4	$1.56M	Buy	+15,518	New	+$1.46M	0.35%	49

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brandywine Oak Private Wealth's SDY Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q2 2026, selling an estimated $7.45K and leaving 1,739 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #210.

Brandywine Oak Private Wealth first reported a position in SDY in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.8M in Q4 2019. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Brandywine Oak Private Wealth held 1,739 shares of State Street SPDR S&P Dividend ETF worth $265K as of Q2 2026.
Brandywine Oak Private Wealth sold 50 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.45K.
State Street SPDR S&P Dividend ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #210 holding.
Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Brandywine Oak Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $1.8M in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.