SPDR S&P Dividend shares owned by Carson Advisory
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $769k | 5.9k | 131.25 |
| 2023-12-31 | $730k | 5.8k | 124.97 |
| 2023-09-30 | $670k | 5.8k | 115.01 |
| 2023-06-30 | $752k | 6.1k | 122.57 |
| 2023-03-31 | $705k | 5.7k | 123.71 |
| 2022-12-31 | $583k | 4.7k | 125.10 |
| 2022-09-30 | $491k | 4.4k | 111.51 |
| 2022-06-30 | $521k | 4.4k | 118.68 |
| 2022-03-31 | $561k | 4.4k | 128.17 |
| 2021-12-31 | $564k | 4.4k | 129.24 |