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SPDR S&P Dividend shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $72k 495 145.94
2025-12-31 $69k 495 139.16
2025-09-30 $69k 495 140.05
2025-06-30 $67k 495 135.73

More positions owned by VSM Wealth Advisory

Vanguard Large-cap Indexfund Etf Shares Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

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