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SPDR S&P Dividend shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $498k 3.3k 152.18
2022-09-30 $287k 2.6k 111.28
2022-06-30 $352k 2.7k 128.94
2022-03-31 $349k 2.7k 128.03
2021-12-31 $476k 3.7k 129.03

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Raymond James Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services

View all funds holding SPDR S&P Dividend