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SPDR S&P Dividend shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 1.6k 131.24
2022-12-31 $200k 1.6k 125.11
2022-06-30 $205k 1.6k 128.13
2022-03-31 $205k 1.6k 128.13
2021-12-31 $206k 1.6k 128.75

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View all positions for Future Financial Wealth Managment

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