SPDR S&P Dividend shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $4.5M | 37k | 122.58 |
| 2023-03-31 | $5.1M | 41k | 123.71 |
| 2022-12-31 | $7.7M | 62k | 125.11 |
| 2022-09-30 | $6.0M | 54k | 111.50 |
| 2022-06-30 | $6.6M | 55k | 118.69 |
| 2022-03-31 | $20M | 157k | 128.11 |
| 2021-12-31 | $20M | 157k | 129.12 |
| 2021-09-30 | $15M | 126k | 117.55 |
| 2021-06-30 | $5.8M | 47k | 122.29 |
| 2021-03-31 | $3.1M | 27k | 118.03 |
| 2020-12-31 | $999k | 9.4k | 105.94 |
| 2020-09-30 | $871k | 9.4k | 92.36 |
| 2020-06-30 | $860k | 9.4k | 91.20 |
| 2020-03-31 | $753k | 9.4k | 79.85 |
| 2019-03-31 | $233k | 2.3k | 99.45 |
| 2018-12-31 | $425k | 4.8k | 89.45 |
| 2018-09-30 | $699k | 7.1k | 97.98 |
| 2018-06-30 | $661k | 7.1k | 92.65 |
| 2018-03-31 | $945k | 10k | 91.24 |
| 2017-12-31 | $986k | 10k | 94.44 |
| 2017-09-30 | $1.2M | 13k | 91.35 |
| 2017-06-30 | $1.1M | 13k | 88.86 |
| 2017-03-31 | $1.1M | 13k | 88.17 |
| 2016-12-31 | $2.8M | 33k | 85.56 |