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Spdr Ser Tr sp500 high div shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 7.1k 45.65

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Spdr Ser Tr sp500 high div

Meiji Yasuda Life Insurance Company
LPL Financial
Bank of America Corporation
Auto-Owners Insurance
Morgan Stanley
First Command Advisory Services
Wells Fargo & Company
Bank of New York Mellon
Royal Bank of Canada
Vestmark Advisory Solutions
Commonwealth Equity Services
Envestnet Asset Management
Curran Financial Partners
Alliancebernstein
Barry Investment Advisors

View all funds holding Spdr Ser Tr sp500 high div