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SPDR S&P Dividend shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $29M 188k 152.18
2026-03-31 $373k 2.6k 145.83
2025-12-31 $332k 2.4k 139.16
2025-09-30 $259k 1.9k 140.06
2025-06-30 $272k 2.0k 135.74
2024-12-31 $283k 2.1k 132.12

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding SPDR S&P Dividend

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Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services

View all funds holding SPDR S&P Dividend