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SPDR S&P Dividend shares owned by Sarver Vrooman Wealth Advisors

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

Historical chart of Sarver Vrooman Wealth 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 Sarver Vrooman Wealth 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 Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9k 64 139.23
2025-06-30 $8.6k 63 136.81
2025-03-31 $8.6k 63 136.48

More positions owned by Sarver Vrooman Wealth Advisors

Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW)
Schwab Us Dividend Etf Equity Etf (SCHD)
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)
Xtrackers Msci Eafe Etf Equity Etf (DBEF)
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)
Apple Stock (AAPL)
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX)
Spdr S&p 500 Trust Etf Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Tr Etf Ibonds Dec 2035 Term Corp Etf (IBCA)
Ishares Tr Ibonds Etf Dec 2033 Term Corp Etf (IBDY)

View all positions for Sarver Vrooman Wealth Advisors

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