SPDR S&P Dividend shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $293k | 2.2k | 131.24 |
| 2023-12-31 | $279k | 2.2k | 124.97 |
| 2023-09-30 | $261k | 2.3k | 115.01 |
| 2023-06-30 | $303k | 2.5k | 122.58 |
| 2023-03-31 | $305k | 2.5k | 123.71 |
| 2022-12-31 | $309k | 2.5k | 125.11 |
| 2022-09-30 | $275k | 2.5k | 111.43 |
| 2022-06-30 | $303k | 2.6k | 118.78 |
| 2022-03-31 | $327k | 2.6k | 128.19 |
| 2021-12-31 | $329k | 2.6k | 128.97 |
| 2021-09-30 | $300k | 2.6k | 117.60 |
| 2021-06-30 | $312k | 2.6k | 122.31 |
| 2021-03-31 | $301k | 2.6k | 117.99 |
| 2020-12-31 | $270k | 2.6k | 105.84 |
| 2020-09-30 | $236k | 2.6k | 92.51 |
| 2020-06-30 | $267k | 2.9k | 91.34 |
| 2020-03-31 | $233k | 2.9k | 79.71 |
| 2019-12-31 | $309k | 309 | 1000.00 |
| 2019-09-30 | $303k | 2.9k | 102.75 |
| 2019-06-30 | $297k | 2.9k | 100.71 |
| 2019-03-31 | $285k | 2.9k | 99.30 |
| 2018-12-31 | $257k | 2.9k | 89.55 |
| 2017-12-31 | $326k | 3.5k | 94.44 |
| 2017-06-30 | $215k | 2.4k | 88.55 |
More positions owned by Institute For Wealth Management
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