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SPDR S&P Dividend shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 2.1k 142.01
2024-06-30 $270k 2.1k 127.19
2024-03-31 $278k 2.1k 131.25

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for KFA Private Wealth Group

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