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SPDR S&P Dividend shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 355 145.94

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
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Joel Isaacson & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Ameriprise Financial
Susquehanna International
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