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SPDR S&P Dividend shares owned by Oxford Financial

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $181k 1.3k 139.16
2023-12-31 $140k 1.1k 124.97
2022-09-30 $34k 308 110.39

More positions owned by Oxford Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Intuitive Surgical Com New (ISRG)
Listed Fds Tr Horizon Kinetics (INFL)
Eli Lilly & Co. (LLY)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Fundamental Us L (FNDX)
McDonald's Corporation (MCD)

View all positions for Oxford Financial

Top funds holding SPDR S&P Dividend

Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Susquehanna International
Envestnet Asset Management
Richard Bernstein Advisors
Bank of New York Mellon
Commonwealth Equity Services
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend