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

Laurel Oak Wealth Management’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	$1.03M	Sell	6,747 -517	-7%	-$77K	0.15%	123
2026 Q1	$1.06M	Sell	7,264 -121	-2%	-$18K	0.18%	98
2025 Q4	$1.03M	Buy	+7,385	New	+$1.03M	0.17%	105

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

Laurel Oak Wealth Management's SDY Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.1% in Q2 2026, selling an estimated $77K and leaving 6,747 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #123.

Laurel Oak Wealth Management first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Laurel Oak Wealth Management held 6,747 shares of State Street SPDR S&P Dividend ETF worth $1.03M as of Q2 2026.
Laurel Oak Wealth Management sold 517 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $77K.
State Street SPDR S&P Dividend ETF made up 0.15% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #123 holding.
Laurel Oak Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.06M in Q1 2026.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.