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Spdr Ser Tr sp500 high div shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Spdr Ser Tr sp500 high div

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 high div held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 high div by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $837k 21k 40.71
2023-12-31 $806k 21k 39.19

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Alphabet Cap Stk Cl A Call Option (GOOGL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
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Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Spdr Ser Tr sp500 high div

Bank of America Corporation
Financial Gravity Wealth
Auto-Owners Insurance
First Command Advisory Services
UBS Group
Vestmark Advisory Solutions
Hanson McClain Advisors
Royal Bank of Canada
Wells Fargo & Company
Commonwealth Equity Services
Goldman Sachs Group
Strategic Point Investment Advisors
Curran Financial Partners
Alliancebernstein
Advisor Group Holdings

View all funds holding Spdr Ser Tr sp500 high div