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SPDR S&P Dividend shares owned by Sage Investment Advisers

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

Historical chart of Sage Investment Advisers investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Sage Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.6k 152.17

More positions owned by Sage Investment Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Visa Com Cl A (V)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Val Etf (IVE)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
International Business Machines (IBM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sage Investment Advisers

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services
Pathstone Holdings

View all funds holding SPDR S&P Dividend