Michael A. Dubis Financial Planning »

SPDR S&P Dividend shares owned by Michael A. Dubis Financial Planning

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

Historical chart of Michael A. Dubis Financial Planning investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR S&P Dividend by Michael A. Dubis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $709k 5.2k 135.68

More positions owned by Michael A. Dubis Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Index (MGC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Michael A. Dubis Financial Planning

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