Great Point Wealth Advisors »

SPDR S&P Dividend shares owned by Great Point Wealth Advisors

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

Historical chart of Great Point 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 Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 17k 124.97
2023-09-30 $2.1M 19k 115.01
2023-06-30 $2.3M 19k 122.58
2023-03-31 $2.3M 19k 123.71
2022-12-31 $2.3M 19k 125.11
2022-09-30 $2.1M 19k 111.48
2022-06-30 $2.3M 19k 118.69
2022-03-31 $2.5M 20k 128.10
2021-12-31 $2.6M 20k 129.13
2021-09-30 $2.4M 21k 117.56
2021-06-30 $2.7M 22k 122.29
2021-03-31 $2.7M 23k 118.03
2020-12-31 $3.0M 29k 105.90
2020-09-30 $2.7M 30k 91.18
2020-06-30 $2.7M 30k 91.18
2020-03-31 $2.4M 31k 79.85
2019-12-31 $5.0M 47k 107.55
2019-09-30 $5.0M 48k 102.59
2019-06-30 $6.2M 61k 100.87
2019-03-31 $6.6M 67k 99.40
2018-12-31 $7.3M 82k 89.51