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SPDR S&P Dividend shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group 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 ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $316k 2.5k 127.17
2024-03-31 $1.1M 8.1k 131.24
2023-12-31 $1.0M 8.1k 124.97
2023-09-30 $984k 8.6k 115.01
2023-06-30 $1.1M 8.9k 122.58
2023-03-31 $1.1M 9.0k 123.71
2022-12-31 $1.1M 9.0k 125.25
2022-09-30 $1.2M 11k 111.52
2022-06-30 $1.4M 11k 130.67
2022-03-31 $1.3M 11k 127.03

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group Wealth Management

Top funds holding SPDR S&P Dividend

Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend