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SPDR S&P Dividend shares owned by VestGen Advisors

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

Historical chart of VestGen 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 VestGen 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 21k 147.92
2025-12-31 $487k 3.5k 139.15
2025-09-30 $1.7M 12k 140.05
2025-06-30 $1.2M 8.9k 135.73

More positions owned by VestGen Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Gaming & Leisure Pptys (GLPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Eli Lilly & Co. Call Option (LLY)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A Call Option (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for VestGen 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