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SPDR S&P Dividend shares owned by Meramec Financial Planners

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

Historical chart of Meramec Financial Planners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $337k 2.2k 153.37

More positions owned by Meramec Financial Planners

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Meramec Financial Planners

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