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SPDR S&P Dividend shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 2.4k 142.04
2024-06-30 $308k 2.4k 127.18

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Chevron Corporation (CVX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Insight Wealth Strategies

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