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 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

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

Oxler Private Wealth's SDY Position: Q2 2026 in Review

Oxler Private Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,460 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #89.

Oxler Private Wealth first reported a position in SDY in Q4 2020 and has held it in 8 quarters since. The position peaked at $255K in Q3 2022. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Oxler Private Wealth held 1,460 shares of State Street SPDR S&P Dividend ETF worth $222K as of Q2 2026.
Oxler Private Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Oxler Private Wealth's portfolio in Q2 2026, its #89 holding.
Oxler Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 8 quarters since.
Oxler Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $255K in Q3 2022.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.