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SPDR S&P Dividend shares owned by Edgemoor Investment Advisors

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

Historical chart of Edgemoor Investment Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Edgemoor Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 2.0k 140.05

More positions owned by Edgemoor Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
United Rentals (URI)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Lowe's Companies (LOW)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Applied Materials (AMAT)
Blackstone Group Inc Com Cl A (BX)
Lennar Corp Cl A (LEN)
Vertex Pharmaceuticals Incorporated (VRTX)

View all positions for Edgemoor Investment Advisors

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