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SPDR S&P Dividend shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $657k 5.2k 127.18

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
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Vanguard World Mega Grwth Ind (MGK)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

Top funds holding SPDR S&P Dividend

Bank of America Corporation
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Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Jpmorgan Chase & Co

View all funds holding SPDR S&P Dividend