TigerOak Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TigerOak 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	$18.9M	Buy	124,183 +155	+0.1%	+$23.1K	5.31%	5
2026 Q1	$18.1M	Sell	124,028 -344	-0.3%	-$51.3K	5.7%	5
2025 Q4	$17.3M	Sell	124,372 -1,175	-0.9%	-$163K	5.28%	6
2025 Q3	$17.6M	Sell	125,547 -55	-0%	-$7.67K	5.46%	6
2025 Q2	$17M	Buy	125,602 +1,443	+1%	+$191K	5.84%	6
2025 Q1	$16.8M	Buy	124,159 +1,627	+1%	+$219K	6.5%	5
2024 Q4	$16.2M	Buy	+122,532	New	+$17.1M	5.92%	6

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

TigerOak Management's SDY Position: Q2 2026 in Review

TigerOak Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.12% in Q2 2026, buying an estimated $23.1K and bringing the position to 124,183 shares worth $18.9M. The position accounts for 5.31% of the portfolio, ranked #5.

TigerOak Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

TigerOak Management held 124,183 shares of State Street SPDR S&P Dividend ETF worth $18.9M as of Q2 2026.
TigerOak Management bought 155 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $23.1K.
State Street SPDR S&P Dividend ETF made up 5.31% of TigerOak Management's portfolio in Q2 2026, its #5 holding.
TigerOak Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.