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SPDR S&P Dividend shares owned by Approach Retirement Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Approach Retirement Advisors from 13F filings

Historical chart of Approach Retirement Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Approach Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Approach Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 2.7k 139.17

More positions owned by Approach Retirement Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
AFLAC Incorporated (AFL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Approach Retirement Advisors

Top funds holding SPDR S&P Dividend

Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors
Pathstone Holdings

View all funds holding SPDR S&P Dividend