SPDR S&P Dividend shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $247k | 1.9k | 131.24 |
| 2023-12-31 | $274k | 2.2k | 124.98 |
| 2023-09-30 | $261k | 2.3k | 115.03 |
| 2023-06-30 | $278k | 2.3k | 122.59 |
| 2023-03-31 | $280k | 2.3k | 123.71 |
| 2022-12-31 | $283k | 2.3k | 125.11 |
| 2022-09-30 | $212k | 1.9k | 112.95 |
| 2022-06-30 | $276k | 2.3k | 118.76 |
| 2022-03-31 | $301k | 2.3k | 129.63 |
| 2021-12-31 | $300k | 2.3k | 129.31 |
| 2021-09-30 | $277k | 2.3k | 119.50 |
| 2021-06-30 | $283k | 2.3k | 122.19 |
| 2021-03-31 | $283k | 2.3k | 122.30 |
| 2020-12-31 | $267k | 2.5k | 105.74 |
| 2020-09-30 | $233k | 2.5k | 92.46 |