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SPDR S&P Dividend shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.4k 145.97
2021-09-30 $278k 2.4k 117.60

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Fermata Advisors

Top funds holding SPDR S&P Dividend

Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
UBS Group
Ameriprise Financial
Susquehanna International
Envestnet Asset Management
Richard Bernstein Advisors
Bank of New York Mellon
Commonwealth Equity Services
Cetera Investment Advisers
MAI Wealth Advisors
Pathstone Holdings
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend