HB Wealth Management »

SPDR S&P Dividend shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 100k 124.97
2023-09-30 $13M 115k 115.01
2023-06-30 $15M 123k 122.58
2023-03-31 $16M 129k 123.71
2022-12-31 $16M 129k 125.11
2022-09-30 $14M 128k 111.50
2022-06-30 $16M 131k 118.69
2022-03-31 $16M 127k 128.11
2021-12-31 $7.1M 55k 129.11

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Raymond James & Associates
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Commonwealth Equity Services
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend