SPDR S&P Dividend shares owned by Appleton Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 5.9k | 139.98 |
| 2025-06-30 | $811k | 6.0k | 135.73 |
| 2025-03-31 | $826k | 6.1k | 135.74 |
| 2024-12-31 | $675k | 5.1k | 132.09 |
| 2024-09-30 | $754k | 5.3k | 142.13 |
| 2024-06-30 | $675k | 5.3k | 127.24 |
| 2024-03-31 | $740k | 5.6k | 131.16 |
| 2023-12-31 | $719k | 5.8k | 125.04 |
| 2023-09-30 | $661k | 5.8k | 114.96 |
| 2023-06-30 | $746k | 6.1k | 122.54 |
| 2023-03-31 | $753k | 6.1k | 123.69 |
| 2022-12-31 | $790k | 6.3k | 125.14 |
| 2022-09-30 | $665k | 6.0k | 111.48 |
| 2022-06-30 | $708k | 6.0k | 118.69 |
| 2022-03-31 | $900k | 7.0k | 128.15 |
| 2021-12-31 | $909k | 7.0k | 129.06 |
| 2021-09-30 | $689k | 5.9k | 117.56 |
| 2021-06-30 | $712k | 5.8k | 122.32 |
| 2021-03-31 | $709k | 6.0k | 118.05 |
| 2020-12-31 | $638k | 6.0k | 105.87 |
| 2020-09-30 | $559k | 6.1k | 92.38 |
| 2020-06-30 | $543k | 6.0k | 91.25 |
| 2020-03-31 | $475k | 6.0k | 79.82 |
| 2019-12-31 | $642k | 6.0k | 107.52 |
| 2019-09-30 | $662k | 6.5k | 102.62 |
| 2019-06-30 | $680k | 6.7k | 100.89 |
| 2019-03-31 | $665k | 6.7k | 99.46 |
| 2018-12-31 | $608k | 6.8k | 89.46 |
| 2018-09-30 | $679k | 6.9k | 97.90 |
| 2018-06-30 | $620k | 6.7k | 92.63 |
| 2018-03-31 | $581k | 6.4k | 91.24 |
| 2017-12-31 | $608k | 6.4k | 94.51 |
| 2017-09-30 | $606k | 6.6k | 91.36 |
| 2017-06-30 | $606k | 6.8k | 88.82 |
| 2017-03-31 | $601k | 6.8k | 88.08 |