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SPDR S&P Dividend shares owned by Financial Alternatives

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

Historical chart of Financial Alternatives investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Financial Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.5k 140.04
2025-06-30 $210k 1.5k 135.72
2024-09-30 $206k 1.5k 142.04

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Alternatives

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