Oxford Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Oxford Financial Group’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	$319K	Buy	2,095 +795	+61%	+$118K	0.02%	197
2026 Q1	$190K	Hold	1,300	–	–	0.01%	247
2025 Q4	$181K	Buy	+1,300	New	+$181K	0.01%	237
2024 Q1	–	Sell	-1,116	Closed	-$139K	–	297
2023 Q4	$139K	Buy	+1,116	New	+$131K	0.01%	238
2022 Q4	–	Sell	-308	Closed	-$34K	–	270
2022 Q3	$34K	Buy	+308	New	+$37.9K	0.01%	205

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

Oxford Financial Group's SDY Position: Q2 2026 in Review

Oxford Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 61% in Q2 2026, buying an estimated $118K and bringing the position to 2,095 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #197.

Oxford Financial Group first reported a position in SDY in Q3 2022 and has held it in 5 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Oxford Financial Group held 2,095 shares of State Street SPDR S&P Dividend ETF worth $319K as of Q2 2026.
Oxford Financial Group bought 795 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $118K.
State Street SPDR S&P Dividend ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #197 holding.
Oxford Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 5 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.