Stokes Family Office »

SPDR S&P Dividend shares owned by Stokes Family Office

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

Historical chart of Stokes Family Office investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 1.5k 145.94
2025-12-31 $207k 1.5k 139.16
2025-09-30 $219k 1.6k 140.01

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Spdr Series Trust State Street Spd (SPMB)
Chevron Corporation (CVX)

View all positions for Stokes Family Office

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
Susquehanna International
Richard Bernstein Advisors
Envestnet Asset Management
MAI Wealth Advisors
Bank of New York Mellon
Commonwealth Equity Services

View all funds holding SPDR S&P Dividend