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SPDR S&P Dividend shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 1.9k 124.97
2023-09-30 $218k 1.9k 115.01
2023-06-30 $232k 1.9k 122.58
2023-03-31 $235k 1.9k 123.71
2022-12-31 $237k 1.9k 125.11

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
First Trust New Opportunities (FPL)
Exxon Mobil Corporation (XOM)
Target Hospitality Corp (TH)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Blackstone Group Inc Com Cl A (BX)

View all positions for LLBH Private Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend