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SPDR S&P Dividend shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 3.7k 130.63
2019-09-30 $74k 721 102.64
2019-06-30 $73k 719 101.53
2019-03-31 $71k 717 99.02
2018-12-31 $64k 717 89.26

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

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