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SPDR S&P Dividend shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 2.1k 131.24

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding SPDR S&P Dividend

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Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
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View all funds holding SPDR S&P Dividend