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

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 12k 45.68
2024-06-30 $472k 12k 40.23
2024-03-31 $2.2M 55k 40.71
2023-12-31 $2.0M 51k 39.20
2023-09-30 $1.8M 51k 35.07

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View all positions for WCG Wealth Advisors

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