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SPDR S&P Dividend shares owned by Pines Wealth Management

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

Historical chart of Pines Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 14k 140.05
2025-06-30 $2.1M 16k 138.79
2025-03-31 $1.9M 16k 121.58
2024-12-31 $2.0M 16k 128.74

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines Wealth Management

Top funds holding SPDR S&P Dividend

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Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
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View all funds holding SPDR S&P Dividend