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Spdr Ser Tr sp500 high div shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 130k 45.65
2023-09-30 $2.6M 74k 35.07
2022-12-31 $3.1M 73k 42.05
2022-09-30 $3.0M 73k 40.30
2022-03-31 $3.4M 79k 42.72

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

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