SPDR S&P Dividend shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 10k | 131.24 |
| 2023-12-31 | $1.2M | 9.9k | 124.97 |
| 2023-09-30 | $1.1M | 9.9k | 115.01 |
| 2023-06-30 | $1.7M | 14k | 122.58 |
| 2023-03-31 | $1.7M | 14k | 123.71 |
| 2022-12-31 | $1.7M | 14k | 125.11 |
| 2022-09-30 | $1.6M | 14k | 111.51 |
| 2022-06-30 | $1.6M | 14k | 118.71 |
| 2022-03-31 | $1.8M | 14k | 128.13 |
| 2021-12-31 | $1.8M | 14k | 129.14 |
| 2021-09-30 | $1.6M | 14k | 117.55 |
| 2021-06-30 | $1.4M | 12k | 122.25 |
| 2021-03-31 | $1.4M | 12k | 118.01 |
| 2020-12-31 | $53k | 500 | 106.00 |