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SPDR S&P Dividend shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $188M 89k 2122.87
2024-03-31 $258k 2.0k 131.27
2023-09-30 $213k 1.9k 114.98
2023-06-30 $213k 1.7k 122.59
2023-03-31 $208k 1.7k 123.70

More positions owned by Strategic Financial Concepts

American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Strategic Financial Concepts

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Richard Bernstein Advisors
International Assets Investment Management
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend