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SPDR S&P Dividend shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 7.3k 145.93

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services
Pathstone Holdings

View all funds holding SPDR S&P Dividend