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 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 $1.37T 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

Oxler Private Wealth's SDY Position: Q1 2026 in Review

Oxler Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.82% in Q1 2026, selling an estimated $1.79K and leaving 1,460 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #87.

Oxler Private Wealth first reported a position in SDY in Q4 2020 and has held it in 7 quarters since. The position peaked at $255K in Q3 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Oxler Private Wealth held 1,460 shares of State Street SPDR S&P Dividend ETF worth $213K as of Q1 2026.
Oxler Private Wealth sold 12 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.07% of Oxler Private Wealth's portfolio in Q1 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 7 quarters since.
Oxler Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $255K in Q3 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.