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SPDR S&P Dividend shares owned by Rebalance

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

Historical chart of Rebalance investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Rebalance

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 11k 131.23
2023-12-31 $1.3M 11k 124.98
2023-09-30 $1.2M 10k 115.01
2023-06-30 $1.2M 9.9k 122.59
2023-03-31 $1.2M 9.9k 123.70
2022-12-31 $1.2M 9.4k 125.10

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Tips Bond Etf Etf (TIP)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Rebalance

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