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Spdr Ser Tr sp500 high div shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $700k 17k 40.71
2023-12-31 $676k 17k 39.19
2023-09-30 $722k 21k 35.07
2023-06-30 $762k 21k 37.08
2023-03-31 $901k 24k 38.00

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

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