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SPDR S&P Dividend shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial 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 WJ Financial 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 WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 2.1k 139.16

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Cornerstone Strategic Value (CLM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for WJ Financial Advisors

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend