Oxler Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Oxler Private Wealth’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 Q3	$214K	Hold	1,460	–	–	0.06%	87
2026 Q2	$222K	Hold	1,460	–	–	0.06%	89
2026 Q1	$213K	Sell	1,460 -12	-0.8%	-$1.79K	0.07%	87
2025 Q4	$205K	Hold	1,472	–	–	0.06%	90
2025 Q3	$206K	Buy	+1,472	New	+$205K	0.06%	89
2024 Q4	–	Sell	-1,451	Closed	-$206K	–	87
2024 Q3	$206K	Buy	+1,451	New	+$196K	0.07%	85
2022 Q4	–	Sell	-1,422	Closed	-$255K	–	291
2022 Q3	$255K	Buy	1,422 +9	+0.6%	+$1.11K	0.14%	89
2022 Q2	$168K	Buy	+1,413	New	+$176K	0.08%	108
2021 Q1	–	Sell	-1,385	Closed	-$146K	–	192
2020 Q4	$146K	Buy	+1,385	New	+$140K	0.08%	115

Other funds holding SDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Oxler Private Wealth's SDY Position: Q3 2026 in Review

Oxler Private Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 1,460 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #87.

Oxler Private Wealth first reported a position in SDY in Q4 2020 and has held it in 9 quarters since. The position peaked at $255K in Q3 2022. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Oxler Private Wealth held 1,460 shares of State Street SPDR S&P Dividend ETF worth $214K as of Q3 2026.
Oxler Private Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Oxler Private Wealth's portfolio in Q3 2026, its #87 holding.
Oxler Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 9 quarters since.
Oxler Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $255K in Q3 2022.
899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.