West Branch Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

West Branch Capital’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	$6.09K	Hold	40	–	–	﹤0.01%	266
2026 Q1	$5.84K	Hold	40	–	–	﹤0.01%	264
2025 Q4	$5.57K	Hold	40	–	–	﹤0.01%	303
2025 Q3	$5.6K	Hold	40	–	–	﹤0.01%	321
2025 Q2	$5.43K	Hold	40	–	–	﹤0.01%	322
2025 Q1	$5.43K	Hold	40	–	–	﹤0.01%	337
2024 Q4	$5.28K	Hold	40	–	–	﹤0.01%	329
2024 Q3	$5.68K	Hold	40	–	–	﹤0.01%	330
2024 Q2	$5.09K	Hold	40	–	–	﹤0.01%	332
2024 Q1	$5.25K	Hold	40	–	–	﹤0.01%	329
2023 Q4	$5K	Hold	40	–	–	﹤0.01%	339
2023 Q3	$4.6K	Hold	40	–	–	﹤0.01%	348
2023 Q2	$4.9K	Hold	40	–	–	﹤0.01%	351
2023 Q1	$4.95K	Hold	40	–	–	﹤0.01%	356
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	341
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	373
2022 Q2	$5K	Hold	40	–	–	﹤0.01%	339
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	361
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	387
2021 Q3	$5K	Sell	40 -102	-72%	-$12.5K	﹤0.01%	365
2021 Q2	$17K	Buy	+142	New	+$17.5K	0.01%	267

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

West Branch Capital's SDY Position: Q2 2026 in Review

West Branch Capital held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 40 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

West Branch Capital first reported a position in SDY in Q2 2021 and has held it in 21 quarters since. The position peaked at $17K in Q2 2021. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

West Branch Capital held 40 shares of State Street SPDR S&P Dividend ETF worth $6.09K as of Q2 2026.
West Branch Capital left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #266 holding.
West Branch Capital first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's State Street SPDR S&P Dividend ETF position peaked at $17K in Q2 2021.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.