SPDR S&P Dividend shares owned by Adamsbrown Wealth Consultants
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Adamsbrown Wealth Consultants
from 13F filings
Historical chart of Adamsbrown Wealth Consultants investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Adamsbrown Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Adamsbrown Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 3.0k | 140.06 |
| 2025-06-30 | $434k | 3.2k | 135.75 |
| 2025-03-31 | $473k | 3.5k | 135.70 |
| 2024-12-31 | $488k | 3.7k | 132.08 |
| 2024-09-30 | $669k | 4.7k | 142.03 |
| 2024-06-30 | $665k | 5.2k | 127.19 |
| 2024-03-31 | $1.3M | 9.9k | 131.24 |
| 2023-12-31 | $9.9M | 80k | 124.97 |
| 2023-09-30 | $8.7M | 76k | 115.01 |
| 2023-06-30 | $8.7M | 71k | 122.58 |
| 2023-03-31 | $7.6M | 61k | 123.71 |
| 2022-12-31 | $6.7M | 54k | 125.11 |
| 2022-09-30 | $5.2M | 47k | 111.50 |
| 2022-06-30 | $5.4M | 45k | 118.68 |
| 2022-03-31 | $4.8M | 37k | 128.12 |
| 2021-12-31 | $4.1M | 32k | 129.11 |
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