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Spdr Ser Tr sp500 high div shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 high div by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 6.5k 40.71
2023-12-31 $404k 10k 39.19
2023-09-30 $402k 11k 37.08
2023-06-30 $427k 12k 37.08
2023-03-31 $579k 15k 39.58
2022-12-31 $422k 11k 39.58

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Spdr Ser Tr sp500 high div

Bank of America Corporation
Financial Gravity Wealth
First Command Advisory Services
UBS Group
Vestmark Advisory Solutions
Hanson McClain Advisors
Royal Bank of Canada
Wells Fargo & Company
Goldman Sachs Group
Commonwealth Equity Services
Strategic Point Investment Advisors
Alliancebernstein
Curran Financial Partners
Advisor Group Holdings
Citadel Advisors

View all funds holding Spdr Ser Tr sp500 high div