Confluence Investment Management »

SPDR S&P Dividend shares owned by Confluence Investment Management

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

Historical chart of Confluence Investment Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Confluence Investment Management 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 Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 68k 140.05
2025-06-30 $10M 75k 135.73

More positions owned by Confluence Investment Management

Ishares 0-3 Month Treasury Bd Etf (SGOV)
Snap-on Incorporated (SNA)
Wec Energy Group (WEC)
Fastenal Company (FAST)
Northern Trust Corporation (NTRS)
Chubb (CB)
Analog Devices (ADI)
Lockheed Martin Corporation (LMT)
Linde (LIN)
Southern Company (SO)
Hershey Company (HSY)
Home Depot (HD)
Broadridge Financial Solutions (BR)
Mondelez Int (MDLZ)
Progressive Corporation (PGR)

View all positions for Confluence Investment Management

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