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SPDR S&P Dividend shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth 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 Strata Wealth 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.7k 140.05

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Arista Networks Com Shs (ANET)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Strata Wealth 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