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SPDR S&P Dividend shares owned by Novak Financial Planning

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

Historical chart of Novak 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 Novak 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.8M 39k 122.29
2021-03-31 $4.7M 40k 118.03
2020-12-31 $4.3M 41k 105.93

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend