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SPDR S&P Dividend shares owned by Southern Wealth Management

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Southern Wealth Management from 13F filings

Historical chart of Southern Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Southern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $484k 3.9k 123.70
2022-12-31 $467k 3.7k 125.12
2022-09-30 $456k 3.7k 123.11
2022-06-30 $437k 3.7k 118.75
2022-03-31 $468k 3.7k 128.01
2021-12-31 $469k 3.6k 129.06
2021-09-30 $546k 4.6k 117.52
2021-06-30 $571k 4.6k 123.73
2021-03-31 $541k 4.6k 117.94
2020-12-31 $483k 4.6k 106.04
2020-09-30 $417k 4.5k 92.38
2020-06-30 $345k 3.8k 91.10
2020-03-31 $310k 3.9k 79.81
2019-12-31 $415k 3.9k 107.68