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SPDR S&P Dividend shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Performance 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 Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7M 55k 139.16
2025-09-30 $490k 3.5k 140.06
2025-06-30 $474k 3.5k 135.75
2025-03-31 $471k 3.5k 135.67
2024-09-30 $31k 216 142.04

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding SPDR S&P Dividend

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
Pathstone Holdings

View all funds holding SPDR S&P Dividend