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SPDR S&P Dividend shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 13k 131.24
2023-12-31 $2.7M 21k 124.98
2023-09-30 $2.5M 22k 115.02
2023-06-30 $2.6M 22k 122.58
2023-03-31 $8.0M 64k 123.71
2022-12-31 $8.0M 64k 125.11
2022-09-30 $844k 7.6k 111.43
2022-06-30 $6.8M 58k 118.67