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SPDR S&P Dividend shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment 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 Schechter Investment 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.7M 12k 135.68
2024-12-31 $1.6M 12k 132.10
2024-09-30 $1.8M 12k 142.04
2024-06-30 $1.7M 13k 127.18
2024-03-31 $1.8M 13k 131.24

More positions owned by Schechter Investment Advisors

Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Value Etf Etf (VTV)
Ares Acquisition Corp Ii Shs Class A Stock
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Growth Etf Etf (VUG)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Spdr S&p 500 Etf Trust Etf (SPY)
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)
Nabors Energy Transition Corp Cl A Stock (NETD)
Merck & Co Stock (MRK)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Haymaker Acquisition Corp Iv Class A Stock (HYAC)

View all positions for Schechter Investment 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