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Spdr Ser Tr sp500 high div shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $735k 17k 44.00
2025-06-30 $607k 14k 42.44
2025-03-31 $601k 14k 44.26
2024-12-31 $607k 14k 43.24

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

Top funds holding Spdr Ser Tr sp500 high div

Meiji Yasuda Life Insurance Company
LPL Financial
Vantagepoint Investment Advisers
Ameriprise Financial
Auto-Owners Insurance
SBI Securities
Morgan Stanley
Wellington Management Company
Wells Fargo & Company
First Command Advisory Services
Envestnet Asset Management
UBS Group
Raymond James Financial
Royal Bank of Canada
Bank of New York Mellon

View all funds holding Spdr Ser Tr sp500 high div