Ascent Group »

SPDR S&P Dividend shares owned by Ascent Group

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

Historical chart of Ascent Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 13k 140.07
2025-06-30 $2.0M 15k 135.73
2025-03-31 $2.0M 15k 135.68
2024-12-31 $778k 5.9k 132.10
2022-12-31 $2.3M 18k 125.11
2022-09-30 $2.6M 21k 123.00

More positions owned by Ascent Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Index (MGC)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Ascent Group

Top funds holding SPDR S&P Dividend

Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend