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SPDR S&P Dividend shares owned by BXM Wealth

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

Historical chart of BXM 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 BXM 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 2.6k 140.05
2025-06-30 $349k 2.6k 135.73
2025-03-31 $349k 2.6k 135.68
2024-12-31 $333k 2.5k 132.10

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BXM Wealth

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