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SPDR S&P Dividend shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 1.5k 142.01
2021-06-30 $286k 2.3k 122.27
2020-03-31 $205k 2.6k 79.85
2019-12-31 $390k 3.6k 107.56

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Procter & Gamble Company (PG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Summit Wealth Partners

Top funds holding SPDR S&P Dividend

Bank of America Corporation
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Raymond James & Associates
Wells Fargo & Company
UBS Group
Ameriprise Financial
Envestnet Asset Management
Richard Bernstein Advisors
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