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SPDR S&P Dividend shares owned by Oxler Private Wealth

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

Historical chart of Oxler Private Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Oxler Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 1.5k 140.03
2024-09-30 $206k 1.5k 142.02
2022-09-30 $233k 2.4k 96.15
2022-06-30 $168k 1.4k 118.73
2020-12-31 $146k 1.4k 105.42

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Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Visa Com Cl A (V)
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View all positions for Oxler Private Wealth

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend