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SPDR S&P Dividend shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth 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 Accurate Wealth 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 1.4k 142.64
2022-12-31 $379k 3.0k 127.95

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Financial (XLF)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Richard Bernstein Advisors
International Assets Investment Management
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend