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Spdr Ser Tr sp500 high div shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $958k 24k 40.71
2023-12-31 $928k 24k 39.19

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

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