LM Advisors »

SPDR S&P Dividend shares owned by LM Advisors

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $250k 2.0k 124.97

More positions owned by LM Advisors

Amazon (AMZN)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf
salesforce (CRM)
Vanguard World Fds Health Car Etf Etf (VHT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for LM Advisors

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend