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SPDR S&P Dividend shares owned by Xcel Wealth Management

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

Historical chart of Xcel Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 1.6k 145.94

More positions owned by Xcel Wealth Management

Amazon (AMZN)
Rh (RH)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ford Motor Company (F)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Boeing Company (BA)
Capital One Financial (COF)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Tesla Motors (TSLA)
Bank America Corp 7.25%CNV PFD L (BAC.PL)

View all positions for Xcel Wealth Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
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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