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SPDR S&P Dividend shares owned by Berry Wealth Group

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

Historical chart of Berry Wealth Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Berry Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $906k 6.9k 131.25
2023-12-31 $870k 7.0k 124.97

More positions owned by Berry Wealth Group

Eaton Corp SHS (ETN)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Broadcom (AVGO)
Apple (AAPL)
Motorola Solutions Com New (MSI)
JPMorgan Chase & Co. (JPM)
Chubb (CB)
Merck & Co (MRK)
Home Depot (HD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Cme (CME)
Devon Energy Corporation (DVN)
Johnson & Johnson (JNJ)

View all positions for Berry Wealth Group

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