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SPDR S&P Dividend shares owned by Partners in Financial Planning

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

Historical chart of Partners in 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 Partners in 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 Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 1.6k 152.20

More positions owned by Partners in Financial Planning

Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Value Etf Value Etf (VTV)
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
State Street Spdr Portfolio Developed World Ex-us Etf St Str Po Ex Etf (SPDW)
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)

View all positions for Partners in Financial Planning

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend