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SPDR S&P Dividend shares owned by Pinnacle Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2022-06-30 $267k 2.2k 118.83
2022-03-31 $210k 1.6k 128.28
2021-12-31 $203k 1.6k 129.30

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

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