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SPDR S&P Dividend shares owned by Koenig Investment Advisory

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Koenig Investment Advisory from 13F filings

Historical chart of Koenig Investment Advisory investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Koenig Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Koenig Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6M 49k 155.05

More positions owned by Koenig Investment Advisory

American Century Focused Large Cap Value Etf Etf (FLV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Pimco Enhanced Short Maturity Active Etf Etf (MINT)
Microsoft Corp Stock (MSFT)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard S&p 500 Etf Etf (VOO)
Metlife Stock (MET)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Taseko Mines Stock (TGB)
Dimensional International Small Cap Value Etf Etf (DISV)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Koenig Investment Advisory

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend