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SPDR S&P Dividend shares owned by Nicolet Advisory Services

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

Historical chart of Nicolet Advisory Services investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 1.5k 140.19
2025-06-30 $204k 1.5k 136.48

More positions owned by Nicolet Advisory Services

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Real Estate Etf (AVRE)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nicolet Advisory Services

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