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 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 $1.37T 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

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

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

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

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

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

Oxford Financial Group's SDY Position: Q1 2026 in Review

Oxford Financial Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,300 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #247.

Oxford Financial Group first reported a position in SDY in Q3 2022 and has held it in 4 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Oxford Financial Group held 1,300 shares of State Street SPDR S&P Dividend ETF worth $190K as of Q1 2026.
Oxford Financial Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #247 holding.
Oxford Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 4 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.