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SPDR S&P Dividend shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $351k 2.8k 127.18
2024-03-31 $362k 2.8k 131.24

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

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