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

West Oak 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
2025 Q3	$595	Hold	425	–	–	0.02%	155
2025 Q2	$577	Hold	425	–	–	0.02%	163
2025 Q1	$577	Hold	425	–	–	0.02%	168
2024 Q4	$561K	Hold	425	–	–	0.02%	173
2024 Q3	$604	Hold	425	–	–	0.01%	173
2024 Q2	$54.1K	Hold	425	–	–	0.02%	180
2024 Q1	$56K	Hold	425	–	–	0.02%	172
2023 Q4	$53K	Buy	+425	New	+$49.9K	0.02%	177

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's SDY Position: Q3 2025 in Review

West Oak Capital held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 425 shares worth $595. The position accounts for 0.02% of the portfolio, ranked #155.

West Oak Capital first reported a position in SDY in Q4 2023 and has held it in 8 quarters since. The position peaked at $561K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

West Oak Capital held 425 shares of State Street SPDR S&P Dividend ETF worth $595 as of Q3 2025.
West Oak Capital left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #155 holding.
West Oak Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 8 quarters since.
West Oak Capital's State Street SPDR S&P Dividend ETF position peaked at $561K in Q4 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.