Mosaic Advisors »

SPDR S&P Dividend shares owned by Mosaic Advisors

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

Historical chart of Mosaic 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 Mosaic 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 Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $950k 6.8k 139.16

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Funds (ITOT)
Apple Common Stock (AAPL)
Conocophillips Common Stock (COP)
Vanguard FTSE All-World Ex-US ETF Funds (VEU)
Vanguard Dividend Appreciation ETF Funds (VIG)
MFC iShares Trust Russell 3000 ETF Funds (IWV)
Sherwin Williams Common Stock (SHW)
Williams Companies Common Stock (WMB)
Vanguard Total International STK ETF Funds (VXUS)
Vanguard Mega Cap Growth ETF IV Funds (MGK)
SPDR Port S&P 1500 Comps Stk Mkt ETF Funds (SPTM)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Invesco QQQ Trust Funds (QQQ)
iShares 0-3 Month Treasury Funds (SGOV)

View all positions for Mosaic 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
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