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Oxler Private Wealth LLC → SPY

Oxler Private Wealth LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
5
Latest value
$13.2M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.4M
Q4 2025$12.7M
Q1 2026$12M
Q2 2026$13.2M
Q3 2026$13.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.2M17.4K——
Q2 2026$13.2M17.7K——
Q1 2026$12M18.5K——
Q4 2025$12.7M18.6K——
Q3 2025$12.4M18.6K——

Other funds holding SPY

Other Oxler Private Wealth LLC positions

QQQ

INVESCO QQQ TR

$57.2M
QQQ

INVESCO QQQ TR

$56.4M
QQQ

INVESCO QQQ TR

$48.8M
QQQ

INVESCO QQQ TR

$47.4M
QQQ

INVESCO QQQ TR

$45.8M
VGES

VANGUARD INDEX FDS

$43.2M
VGES

VANGUARD INDEX FDS

$42.4M
VGES

VANGUARD INDEX FDS

$39.8M