SkyOak Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SkyOak 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 Q1	$483K	Buy	3,308 +170	+5%	+$25.3K	0.09%	134
2025 Q4	$437K	Hold	3,138	–	–	0.08%	140
2025 Q3	$439K	Hold	3,138	–	–	0.08%	134
2025 Q2	$426K	Buy	3,138 +497	+19%	+$65.9K	0.09%	139
2025 Q1	$358K	Hold	2,641	–	–	0.08%	144
2024 Q4	$349K	Sell	2,641 -144	-5%	-$20.1K	0.07%	151
2024 Q3	$396K	Hold	2,785	–	–	0.09%	136
2024 Q2	$354K	Buy	2,785 +588	+27%	+$75.7K	0.08%	148
2024 Q1	$288K	Buy	2,197 +195	+10%	+$24.5K	0.07%	197
2023 Q4	$250K	Sell	2,002 -775	-28%	-$91K	0.07%	204
2023 Q3	$319K	Sell	2,777 -945	-25%	-$115K	0.09%	154
2023 Q2	$456K	Buy	3,722 +333	+10%	+$40.7K	0.13%	132
2023 Q1	$419K	Sell	3,389 -2	-0.1%	-$252	0.13%	132
2022 Q4	$424K	Buy	+3,391	New	+$419K	0.14%	125

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

SkyOak Wealth's SDY Position: Q1 2026 in Review

SkyOak Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.4% in Q1 2026, buying an estimated $25.3K and bringing the position to 3,308 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #134.

SkyOak Wealth first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

SkyOak Wealth held 3,308 shares of State Street SPDR S&P Dividend ETF worth $483K as of Q1 2026.
SkyOak Wealth bought 170 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $25.3K.
State Street SPDR S&P Dividend ETF made up 0.09% of SkyOak Wealth's portfolio in Q1 2026, its #134 holding.
SkyOak Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.