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SPDR S&P Dividend shares owned by Whi Trust

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

Historical chart of Whi Trust investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Whi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $54k 371 145.94

More positions owned by Whi Trust

Ishares Core Us Aggregate Bond Fund Etf (AGG)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Tr Barclays 7 10 Yr Etf (IEF)
Ishares Russell 3000 Index Fund Etf (IWV)
Ishares Trust 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Msci Acwi Etf (ACWI)
Ishares Msci Kld 400 Social Index Fund Etf Etf (DSI)
iShares MSCI USA ESG Select ETF Etf (SUSA)
Microsoft Corporation (MSFT)
Travelers Companies (TRV)
Apple (AAPL)
Kalaris Therapeutics (KLRS)
Ishares Msci Eafe Index Etf (EFA)
Shake Shack Inc cl a (SHAK)

View all positions for Whi Trust

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