SPDR S&P Dividend shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 13k | 142.04 |
| 2024-06-30 | $1.6M | 13k | 127.18 |
| 2024-03-31 | $1.7M | 13k | 131.24 |
| 2023-12-31 | $1.6M | 13k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.8M | 15k | 122.58 |
| 2023-03-31 | $1.9M | 15k | 123.71 |
| 2022-12-31 | $1.9M | 15k | 125.11 |
| 2022-09-30 | $1.7M | 15k | 111.50 |
| 2022-06-30 | $1.8M | 15k | 118.71 |
| 2022-03-31 | $2.0M | 15k | 128.10 |
| 2021-12-31 | $2.0M | 15k | 129.14 |
| 2021-09-30 | $1.8M | 1.8k | 1000.00 |
| 2021-06-30 | $1.9M | 15k | 122.29 |
| 2021-03-31 | $1.8M | 15k | 118.05 |
| 2020-12-31 | $1.6M | 16k | 105.94 |
| 2020-09-30 | $1.4M | 16k | 92.38 |
| 2020-06-30 | $1.4M | 16k | 91.22 |
| 2020-03-31 | $1.7M | 21k | 79.87 |
| 2019-12-31 | $2.5M | 23k | 107.59 |
| 2019-09-30 | $2.4M | 23k | 102.61 |
| 2019-06-30 | $2.4M | 23k | 100.89 |
| 2019-03-31 | $2.3M | 23k | 99.39 |
| 2018-12-31 | $2.4M | 26k | 89.53 |