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SPDR S&P Dividend shares owned by Three Bearings Fiduciary Advisors

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

Historical chart of Three Bearings Fiduciary 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 Three Bearings Fiduciary 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 Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $759k 5.2k 145.94
2025-12-31 $773k 5.2k 148.73

More positions owned by Three Bearings Fiduciary Advisors

Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Wisdomtree Tr Us Smallcap Divd (DES)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Three Bearings Fiduciary Advisors

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