Fourth Dimension Wealth »

SPDR S&P Dividend shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $405k 2.8k 145.94
2025-12-31 $20k 142 139.16
2025-09-30 $20k 142 140.05
2025-06-30 $4.9k 36 135.72

More positions owned by Fourth Dimension Wealth

State Street MF Closed and MF Open (SPTM)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
State Street MF Closed and MF Open (SPTI)
State Street MF Closed and MF Open (DIA)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Amazon Common Stock (AMZN)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
State Street MF Closed and MF Open (TFI)
State Street MF Closed and MF Open (XLF)

View all positions for Fourth Dimension Wealth

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Susquehanna International
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services

View all funds holding SPDR S&P Dividend