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SPDR S&P Dividend shares owned by Wela Strategies

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

Historical chart of Wela Strategies investment in SPDR S&P Dividend

23:59:59.999Jun 29, 201723:59:59.999500:00:00Jun 30, 201700:00:00.000500:00:00.0012.832871M2.8328715M2.832872M2.8328725M2.832873M31.872k31.8725k31.873k31.8735k31.874k
Value ($)Share countHistorical SDY position of Wela Strategies Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in SPDR S&P Dividend by Wela Strategies

Quarter filed Position value Share count Share price at filing
2017-06-30 $2.8M 32k 88.88

More positions owned by Wela Strategies

iShares S&P 500 Index (IVV)
iShares MSCI EAFE Index Fund (EFA)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Short-term High Yield mf (SJNK)
Vanguard Short-Term Bond ETF (BSV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Bond Market ETF (BND)
Vanguard Emerging Markets ETF (VWO)
SPDR S&P Dividend (SDY)
Ubs Ag Jersey Brh Alerian Infrst
Technology SPDR (XLK)
Financial Select Sector SPDR (XLF)
Energy Select Sector SPDR (XLE)

View all positions for Wela Strategies

Top funds holding SPDR S&P Dividend

Bank of America Corporation
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Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend