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SPDR S&P Dividend shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $533k 4.1k 131.24
2023-09-30 $458k 4.0k 115.01
2023-06-30 $503k 4.0k 126.39
2023-03-31 $507k 4.1k 124.13
2022-12-31 $540k 4.1k 132.18

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

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