Capital Squared Financial »

SPDR S&P Dividend shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 1.5k 145.96
2025-12-31 $335k 2.4k 139.13
2025-09-30 $335k 2.4k 140.06
2025-06-30 $323k 2.4k 135.74

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View all positions for Capital Squared Financial

Top funds holding SPDR S&P Dividend

Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
UBS Group
Ameriprise Financial
Susquehanna International
Richard Bernstein Advisors
Envestnet Asset Management
Bank of New York Mellon
Commonwealth Equity Services
Cetera Investment Advisers
MAI Wealth Advisors
Pathstone Holdings
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend