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SPDR S&P Dividend shares owned by Northwest Financial Advisors

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

Historical chart of Northwest 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 Northwest 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $196k 1.4k 142.03
2024-06-30 $175k 1.4k 127.06
2024-03-31 $180k 1.4k 131.18
2023-12-31 $234k 1.9k 124.94

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Lpl Financial Holdings (LPLA)
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NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Actively Managed Exc Total Return (GTO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
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Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Northwest Financial Advisors

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Janney Montgomery Scott

View all funds holding SPDR S&P Dividend