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SPDR S&P Dividend shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment 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 Caerus Investment 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 1.6k 142.04
2024-06-30 $204k 1.6k 127.18
2024-03-31 $210k 1.6k 131.24
2022-12-31 $200k 1.6k 125.11

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Us Equity Market (DFUS)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)

View all positions for Caerus Investment Advisors

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Richard Bernstein Advisors
International Assets Investment Management
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend