Cypress Wealth Services »

SPDR S&P Dividend shares owned by Cypress Wealth Services

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

Historical chart of Cypress 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 1.9k 140.02
2025-06-30 $252k 1.9k 135.73
2025-03-31 $251k 1.9k 135.69
2024-12-31 $244k 1.9k 132.10

More positions owned by Cypress Wealth Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

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