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SPDR S&P Dividend shares owned by Pacific Point Advisors

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

Historical chart of Pacific Point 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 Pacific Point 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 Pacific Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 1.9k 140.05
2025-06-30 $257k 1.9k 135.73
2025-03-31 $257k 1.9k 135.68
2024-12-31 $253k 1.9k 133.67

More positions owned by Pacific Point Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Tesla Motors (TSLA)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Hubbell (HUBB)
Intuit (INTU)
Broadcom (AVGO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pepsi (PEP)
O'reilly Automotive (ORLY)
Spdr Gold Tr Gold Shs (GLD)
UnitedHealth (UNH)

View all positions for Pacific Point Advisors

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