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SPDR S&P Dividend shares owned by Capital Investment Advisors

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

Historical chart of Capital 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 Capital 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 Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $72M 510k 140.05
2025-06-30 $0 0 0.00
2025-03-31 $71M 521k 135.68
2024-12-31 $70M 529k 132.10
2024-09-30 $77M 540k 142.04
2024-06-30 $70M 552k 127.18
2024-03-31 $74M 564k 131.24
2023-12-31 $73M 583k 124.97
2023-09-30 $68M 591k 115.01
2023-03-31 $75M 607k 123.71
2022-12-31 $75M 602k 125.11
2022-09-30 $67M 600k 111.50
2022-06-30 $70M 591k 118.69
2022-03-31 $75M 583k 128.11
2021-12-31 $76M 589k 129.12
2021-09-30 $70M 596k 117.55
2021-06-30 $74M 608k 122.28
2021-03-31 $72M 610k 118.03
2020-12-31 $66M 619k 105.93
2020-09-30 $59M 639k 92.40
2020-06-30 $61M 667k 91.20
2020-03-31 $84M 1.0M 79.86
2019-12-31 $119M 1.1M 108.01
2019-09-30 $117M 1.1M 102.60
2019-06-30 $117M 1.2M 101.01
2019-03-31 $109M 1.1M 99.41
2018-12-31 $93M 1.0M 89.52
2018-09-30 $110M 1.1M 98.06
2018-06-30 $103M 1.1M 92.75
2018-03-31 $99M 1.1M 91.23
2017-12-31 $98M 1.0M 94.10
2017-09-30 $90M 988k 91.33
2017-06-30 $86M 971k 88.89
2017-03-31 $83M 936k 88.14
2016-12-31 $74M 869k 85.56
2016-09-30 $70M 834k 84.36
2016-06-30 $67M 795k 83.92
2016-03-31 $62M 772k 79.93
2015-12-31 $58M 784k 73.57
2015-09-30 $55M 758k 72.16
2015-06-30 $55M 719k 76.21
2015-03-31 $51M 645k 78.80
2014-12-31 $51M 645k 78.80
2014-09-30 $46M 613k 74.94
2014-06-30 $45M 593k 76.59
2014-03-31 $43M 587k 73.58
2013-12-31 $40M 557k 72.62

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded No Amer Energy (EMLP)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Johnson & Johnson (JNJ)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment 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