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SPDR S&P Dividend shares owned by Ironwood Wealth Management

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

Historical chart of Ironwood 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 Ironwood 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 83k 127.42
2023-12-31 $10M 82k 124.15
2023-09-30 $8.6M 76k 112.63
2023-06-30 $8.9M 73k 121.02
2023-03-31 $8.3M 68k 122.92
2022-12-31 $8.7M 67k 129.33
2022-09-30 $7.5M 66k 113.05

More positions owned by Ironwood Wealth Management

Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Financial (XLF)

View all positions for Ironwood 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