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SPDR S&P Dividend shares owned by Financial Planning Hawaii

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

Historical chart of Financial Planning Hawaii investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Financial Planning Hawaii

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 25k 139.16

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)
Alphabet Cap Stk Cl C (GOOG)
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Alphabet Cap Stk Cl A (GOOGL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr State Street Uti (XLU)
Abbvie (ABBV)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Financial Planning Hawaii

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