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SPDR S&P Dividend shares owned by Aventura Private Wealth

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

Historical chart of Aventura 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 Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $165k 1.2k 139.16
2025-09-30 $166k 1.2k 140.05
2025-06-30 $161k 1.2k 135.73
2025-03-31 $247k 1.8k 135.68
2024-12-31 $289k 2.2k 132.10

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding SPDR S&P Dividend

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
Pathstone Holdings

View all funds holding SPDR S&P Dividend