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SPDR S&P Dividend shares owned by Fiduciary

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

Historical chart of Fiduciary investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Fiduciary

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 1.7k 131.24
2023-06-30 $267k 2.2k 122.56
2023-03-31 $266k 2.2k 121.47

More positions owned by Fiduciary

Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Moody's Corporation (MCO)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Home Depot (HD)
Union Pacific Corporation (UNP)
Pepsi (PEP)

View all positions for Fiduciary

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