Steel Peak Wealth Management »

Spdr Ser Tr sp500 high div shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Spdr Ser Tr sp500 high div

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 high div held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr sp500 high div by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 6.2k 40.71
2023-12-31 $3.1M 79k 39.19

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Astrana Health Com New (ASTH)
salesforce (CRM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding Spdr Ser Tr sp500 high div

Prudential
Meiji Yasuda Life Insurance Company
Bank of America Corporation
LPL Financial
Financial Gravity Wealth
Ameriprise Financial
Auto-Owners Insurance
First Command Advisory Services
Morgan Stanley
Wells Fargo & Company
UBS Group
Hanson McClain Advisors
Royal Bank of Canada
Vestmark Advisory Solutions
Commonwealth Equity Services

View all funds holding Spdr Ser Tr sp500 high div