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SPDR S&P Dividend shares owned by Purkiss Capital Advisors

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

Historical chart of Purkiss Capital 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 Purkiss Capital 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 Purkiss Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 17k 140.05
2025-06-30 $704k 5.2k 135.73
2025-03-31 $747k 5.5k 135.68
2024-12-31 $735k 5.6k 132.10

More positions owned by Purkiss Capital Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Purkiss Capital 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