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SPDR S&P Dividend shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 1.7k 131.26

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Call Call Option (Principal)
Microsoft Corporation (MSFT)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Asml Holding N V N Y Registry Shs (ASML)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Balboa Wealth Partners

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Royal Bank of Canada
Joel Isaacson & Co
Raymond James & Associates
Ameriprise Financial
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Jpmorgan Chase & Co
Janney Montgomery Scott

View all funds holding SPDR S&P Dividend