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SPDR S&P Dividend shares owned by BankPlus Trust Department

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

Historical chart of BankPlus Trust Department investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by BankPlus Trust Department consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $107k 765 140.05
2025-06-30 $104k 765 135.73
2025-03-31 $104k 765 135.68

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

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