SPDR S&P Dividend shares owned by AA Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by AA Financial 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 AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 23k | 140.05 |
| 2025-06-30 | $3.2M | 24k | 135.73 |
| 2025-03-31 | $4.0M | 29k | 135.68 |
| 2024-12-31 | $4.2M | 32k | 132.10 |
| 2024-09-30 | $3.5M | 25k | 142.04 |
| 2024-06-30 | $3.0M | 24k | 127.18 |
| 2024-03-31 | $2.9M | 22k | 131.24 |