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SPDR S&P Dividend shares owned by North Capital

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

Historical chart of North Capital investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $121k 867 140.05
2025-06-30 $118k 866 135.73
2025-03-31 $117k 861 135.68

More positions owned by North Capital

Spdr Series Trust Loomberg 1-3 Mo (BIL)
Dimensional Etf Trust S Core Eqt Mkt (DFAU)
Apple Om (AAPL)
Dimensional Etf Trust Ntl Core Eqt Mk (DFAI)
Dimensional Etf Trust Mgr Cre Eqt Mng (DFAE)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Scottsdale Fds Hort Term Treas (VGSH)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Instl Index Ltra-short Trea (VGUS)
Microsoft Corp Om (MSFT)
Berkshire Hathaway Inc Del L B New (BRK.B)
Meta Platforms L A (META)
Ubs Ag London Branch Tracs Alerian M (AMUB)
Vanguard Star Fds G Tl Intl Stk F (VXUS)
Alphabet Ap Stk Cl A (GOOGL)

View all positions for North Capital

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