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SPDR S&P Dividend shares owned by Coquina Private Wealth

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

Historical chart of Coquina Private Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Coquina Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Coquina Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $269k 1.9k 139.18

More positions owned by Coquina Private Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Coquina Private Wealth

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
Susquehanna International
Envestnet Asset Management
Richard Bernstein Advisors
Bank of New York Mellon
Commonwealth Equity Services
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend