Allied Private Wealth »

SPDR S&P Dividend shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 600 153.55

More positions owned by Allied Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services
Pathstone Holdings

View all funds holding SPDR S&P Dividend