Carroll Financial Associates »

SPDR S&P Dividend shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial Associates investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $544k 4.3k 127.73
2021-09-30 $500k 4.3k 117.37
2021-06-30 $443k 3.6k 122.24
2021-03-31 $418k 3.5k 117.85
2020-12-31 $377k 3.6k 105.75
2020-09-30 $328k 3.6k 92.24
2020-06-30 $323k 3.5k 91.01
2020-03-31 $347k 4.4k 79.75
2019-12-31 $467k 4.3k 107.50
2019-09-30 $421k 4.1k 102.53
2019-06-30 $424k 4.2k 100.81
2019-03-31 $398k 4.0k 99.35
2018-12-31 $382k 4.2k 90.18
2018-09-30 $371k 3.8k 97.86
2018-06-30 $351k 3.8k 92.66
2018-03-31 $297k 3.3k 90.96
2017-12-31 $308k 3.3k 94.42
2017-09-30 $304k 3.3k 92.12
2017-06-30 $293k 3.3k 88.87
2017-03-31 $318k 3.6k 88.02
2016-12-31 $289k 3.4k 85.58
2016-09-30 $364k 4.3k 84.30
2016-06-30 $304k 3.6k 83.75
2016-03-31 $292k 3.7k 79.87
2015-12-31 $256k 3.5k 73.50
2015-09-30 $276k 3.6k 75.72
2015-06-30 $277k 3.6k 76.08
2015-03-31 $282k 3.6k 78.16
2014-12-31 $406k 5.2k 78.23
2014-09-30 $426k 5.3k 79.72
2014-06-30 $410k 5.4k 76.58
2014-03-31 $362k 4.9k 73.50
2013-12-31 $333k 4.6k 72.41
2013-09-30 $286k 4.2k 68.83
2013-06-30 $3.3k 218 15.11
2012-12-31 $130k 2.2k 58.16

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding SPDR S&P Dividend

Bank of America Corporation
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
UBS Group
Ameriprise Financial
Envestnet Asset Management
Richard Bernstein Advisors
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