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SPDR S&P Dividend shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.4M 21k 65.99
2012-12-31 $1.0M 17k 58.15
2012-09-30 $1.2M 20k 58.11
2012-06-30 $1.0M 18k 55.64
2012-03-31 $1.1M 16k 68.78

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
At&t (T)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Telecom Etf (IYZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Select Sector Spdr Tr Technology (XLK)

View all positions for WESPAC Advisors

Top funds holding SPDR S&P Dividend

Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend