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Spdr Ser Tr sp500 high div shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors 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 Perspective Wealth Advisors 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $374k 8.2k 45.52

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

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