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SPDR S&P Dividend shares owned by Bay Capital Advisors

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

Historical chart of Bay Capital Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Bay Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Bay Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 2.7k 140.03
2025-06-30 $487k 3.6k 135.72
2025-03-31 $894k 6.6k 135.67

More positions owned by Bay Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
NVIDIA Corporation (NVDA)

View all positions for Bay Capital Advisors

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