Wetherby Asset Management »

SPDR S&P Dividend shares owned by Wetherby Asset Management

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

Historical chart of Wetherby Asset 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 Wetherby Asset 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 Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $374k 5.7k 66.02
2012-12-31 $279k 4.8k 58.19
2012-09-30 $208k 3.6k 58.05

More positions owned by Wetherby Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby Asset 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