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SPDR S&P Dividend shares owned by Pinnacle Wealth Management Group

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 2.1k 140.05
2025-06-30 $282k 2.1k 135.73
2025-03-31 $282k 2.1k 135.68

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
RBB Us Treas 3 Mnth (TBIL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Vaneck Etf Trust Gold Miners Etf (GDX)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

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