Fortune Financial Advisors »

SPDR S&P Dividend shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $290k 2.0k 142.06
2024-06-30 $519k 4.1k 127.19
2024-03-31 $787k 6.0k 131.24
2023-12-31 $1.3M 11k 124.97
2023-09-30 $1.3M 11k 115.01

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

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