Castle Rock Wealth Management »

Spdr Ser Tr sp500 high div shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Spdr Ser Tr sp500 high div

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 high div held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr sp500 high div by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 5.0k 45.63

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding Spdr Ser Tr sp500 high div

LPL Financial
Ameriprise Financial
Bank of America Corporation
Vantagepoint Investment Advisers
Auto-Owners Insurance
Morgan Stanley
SBI Securities
First Command Advisory Services
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Curran Financial Partners
Bank of New York Mellon

View all funds holding Spdr Ser Tr sp500 high div