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SPDR S&P Dividend shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial 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 Avant Financial 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 Avant Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 2.1k 140.05
2025-06-30 $280k 2.1k 135.73
2025-03-31 $280k 2.1k 135.68
2024-12-31 $273k 2.1k 132.10

More positions owned by Avant Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avant Financial Advisors

Top funds holding SPDR S&P Dividend

Morgan Stanley
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

View all funds holding SPDR S&P Dividend