SPDR S&P Dividend shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $615k | 4.7k | 131.24 |
| 2023-12-31 | $598k | 4.8k | 124.97 |
| 2023-09-30 | $558k | 4.8k | 115.01 |
| 2023-06-30 | $607k | 4.9k | 122.59 |
| 2023-03-31 | $630k | 5.1k | 123.71 |
| 2022-12-31 | $649k | 5.2k | 125.11 |
| 2022-09-30 | $577k | 5.2k | 111.58 |
| 2022-06-30 | $665k | 5.2k | 129.00 |
| 2022-03-31 | $660k | 5.2k | 128.06 |
| 2021-12-31 | $664k | 5.1k | 129.21 |
| 2021-09-30 | $2.4M | 20k | 123.70 |
| 2021-06-30 | $2.4M | 20k | 122.28 |
| 2021-03-31 | $2.1M | 18k | 118.04 |
| 2020-12-31 | $1.6M | 15k | 109.34 |
| 2020-09-30 | $517k | 5.6k | 92.32 |
| 2020-06-30 | $497k | 5.5k | 91.19 |
| 2020-03-31 | $1.9M | 23k | 79.85 |
| 2019-12-31 | $1.6M | 18k | 89.52 |
| 2019-09-30 | $2.4M | 23k | 102.61 |
| 2019-06-30 | $2.0M | 21k | 99.41 |
| 2019-03-31 | $2.0M | 21k | 99.41 |
| 2018-12-31 | $1.6M | 18k | 89.52 |