Merited Wealth »

SPDR S&P Dividend shares owned by Merited Wealth

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

Historical chart of Merited Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Merited Wealth 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 162 139.16

More positions owned by Merited Wealth

Ishares Core S&p 500 Etf Etf - Equity (IVV)
Capital Group Core Balanced Etf Etf - Equity (CGBL)
Vanguard Total World Stock Etf Etf - Equity (VT)
Capital Group Global Equity Etf Etf - Equity (CGGE)
Capital Group Growth Etf Etf - Equity (CGGR)
Lennar Corp Common Stocks (LEN)
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)
Capital Group Dividend Grower Etf Etf - Equity (CGDG)
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)
Capital Group Core Equity Etf Etf - Equity (CGUS)
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

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