Paul John Balson »

SPDR S&P Dividend shares owned by Paul John Balson

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Paul John Balson from 13F filings

Historical chart of Paul John Balson investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Paul John Balson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Paul John Balson

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.1M 20k 105.92
2020-09-30 $1.8M 20k 92.38
2020-06-30 $2.0M 22k 91.18
2020-03-31 $1.7M 22k 79.88

More positions owned by Paul John Balson

Apple (AAPL)
Tesla Motors (TSLA)
Invesco Qqq Trust Etf Nasdaq 100 Etf (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
Mongo Db Cl A (MDB)
Spdr Dow Jones Indl Avrg Etf Dow Jones 30 Etf (DIA)
Twilio Cl A (TWLO)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)
Ark Etf Trust Innovation Etf (ARKK)
Ishares Russell 2000 Etf Rus 2000 Etf (IWM)

View all positions for Paul John Balson

Top funds holding SPDR S&P Dividend

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

View all funds holding SPDR S&P Dividend