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SPDR S&P Dividend shares owned by Monograph Wealth Advisors

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

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

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Quarterly reported holdings in SPDR S&P Dividend by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $863k 7.5k 115.01

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

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
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors
Pathstone Holdings

View all funds holding SPDR S&P Dividend