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SPDR S&P Dividend shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth 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 Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 3.1k 142.04
2023-03-31 $4.5k 36 124.44
2019-12-31 $162k 1.5k 107.57
2019-09-30 $154k 1.5k 102.60
2019-06-30 $151k 1.5k 100.88
2019-03-31 $149k 1.5k 99.41

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
iShares Russell Midcap Value Etf (IWS)
UnitedHealth (UNH)
Brookfield Corp Cl A Ltd Vt Sh (BN)
SPDR S&P 500 Index Etf (SPY)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
MasterCard Incorporated (MA)
Automatic Data Processing (ADP)

View all positions for Heritage Wealth 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