Oxler Private Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Oxler Private Wealth’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-437	Closed	-$20K	–	300
2022 Q3	$20K	Buy	437 +4	+0.9%	+$161	0.01%	293
2022 Q2	$17.3K	Buy	+433	New	+$18.6K	0.01%	188
2021 Q1	–	Sell	-3,851	Closed	-$126K	–	199
2020 Q4	$126K	Buy	+3,851	New	+$119K	0.07%	123

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Oxler Private Wealth's SPYD Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022, closing a stake of 437 shares — an estimated $20K sold.

Oxler Private Wealth first reported a position in SPYD in Q4 2020 and held it in 3 quarters. The position peaked at $126K in Q4 2020. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

Oxler Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 437 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $20K.
Oxler Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $126K in Q4 2020.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.