Trivant Custom Portfolio Group »

SPDR S&P Dividend shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $79k 600 131.24
2023-12-31 $75k 600 124.97
2023-09-30 $69k 600 115.01
2023-06-30 $74k 600 122.58
2023-03-31 $74k 600 123.71

More positions owned by Trivant Custom Portfolio Group

Apple Aapl (AAPL)
Microsoft Corp MSFT (MSFT)
Nvidia Corp Nvda (NVDA)
Flexshares Disciplined Durtn Mbs Etf MBSD (MBSD)
Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
Deere & Co De (DE)
Costco Wholesale Cost (COST)
Ishares Brd Usd Inv Grd Corp Bd Etf Usig (USIG)
Northrop Grumman Noc (NOC)
General Electric Co Trades With Due Bills Ge (GE)
Lowes Companies Low (LOW)

View all positions for Trivant Custom Portfolio Group

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Commonwealth Equity Services
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend