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SPDR S&P Dividend shares owned by Fortune Financial Advisors

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

Historical chart of Fortune 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 Fortune 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $787k 6.0k 131.24
2023-12-31 $1.3M 11k 124.97
2023-09-30 $1.3M 11k 115.01

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Fortinet (FTNT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Apollo Global Mgmt (APO)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Fortune 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