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Spdr Ser Tr sp500 high div shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2024-03-31 $437k 11k 40.71
2023-12-31 $368k 11k 35.07
2023-09-30 $368k 11k 35.07
2023-06-30 $385k 10k 37.08
2023-03-31 $208k 5.5k 38.00

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View all positions for SimpliFi

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