SPDR S&P Dividend shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Wealth Advisory Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Dividend by Wealth Advisory Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $319k | 2.4k | 131.24 |
2023-12-31 | $297k | 2.4k | 124.97 |
2023-09-30 | $512k | 4.5k | 115.01 |
2023-03-31 | $229k | 1.9k | 123.71 |
2022-12-31 | $224k | 1.8k | 125.11 |
2021-09-30 | $519k | 4.4k | 117.58 |
2021-06-30 | $481k | 3.9k | 122.27 |
2020-12-31 | $349k | 3.3k | 105.66 |
2020-09-30 | $283k | 3.1k | 92.39 |
2020-06-30 | $231k | 2.5k | 91.02 |
2019-12-31 | $297k | 2.8k | 107.41 |