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SPDR S&P Dividend shares owned by Mascagni Wealth Management

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

Historical chart of Mascagni 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 Mascagni 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 Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 3.0k 140.05
2025-06-30 $413k 3.0k 135.73
2025-03-31 $402k 3.0k 132.10
2024-12-31 $413k 3.0k 135.68

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
Nvidia Corp Stock (NVDA)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Apple Stock (AAPL)
Ishares High Yield Bond Etf Etf (HYDB)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Fidelity Total Bond Idx Etf Etf (FBND)
Meta Platforms Inc Cl A Stock (META)
Capital Group Core Balanced Etf Etf (CGBL)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Mascagni 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