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SPDR S&P Dividend shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 39k 142.04
2024-06-30 $5.2M 41k 127.18
2024-03-31 $5.9M 45k 131.24
2023-12-31 $4.5M 36k 124.97

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Richard Bernstein Advisors
International Assets Investment Management
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend