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SPDR S&P Dividend shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting 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 Prosperity Consulting 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 129k 131.24
2023-09-30 $6.4M 56k 115.01
2023-06-30 $7.2M 58k 122.58
2023-03-31 $7.3M 59k 123.71
2022-12-31 $7.6M 61k 125.11
2022-09-30 $6.9M 62k 111.51
2022-06-30 $7.3M 62k 118.70
2022-03-31 $7.9M 62k 128.11
2021-12-31 $8.7M 68k 127.42

More positions owned by Prosperity Consulting Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Prosperity Consulting Group

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend