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SPDR S&P Dividend shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth 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 Ellsworth 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 Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 2.0k 139.57

More positions owned by Ellsworth Advisors

Spdr Gold Tr Gold Shs (GLD)
Celestica (CLS)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Harbor Etf Trust Harbor Commodity (HGER)
Advanced Micro Devices (AMD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Amgen (AMGN)
Enterprise Products Partners (EPD)
Altria (MO)
Cisco Systems (CSCO)

View all positions for Ellsworth 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