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 Q2	$503K	Hold	3,308	–	–	0.08%	137
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 $1.55T 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

SkyOak Wealth's SDY Position: Q2 2026 in Review

SkyOak Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,308 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #137.

SkyOak Wealth first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

SkyOak Wealth held 3,308 shares of State Street SPDR S&P Dividend ETF worth $503K as of Q2 2026.
SkyOak Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of SkyOak Wealth's portfolio in Q2 2026, its #137 holding.
SkyOak Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.