SPDR S&P Dividend shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 3.4k | 140.03 |
| 2025-06-30 | $467k | 3.4k | 135.68 |
| 2025-03-31 | $467k | 3.4k | 135.68 |
| 2024-12-31 | $455k | 3.4k | 132.19 |
| 2024-09-30 | $491k | 3.5k | 142.15 |
| 2024-06-30 | $439k | 3.5k | 127.10 |
| 2024-03-31 | $453k | 3.5k | 131.15 |
| 2023-12-31 | $432k | 3.5k | 125.07 |
| 2023-09-30 | $397k | 3.5k | 114.94 |
| 2023-06-30 | $561k | 4.6k | 122.68 |
| 2023-03-31 | $617k | 5.0k | 123.70 |
| 2022-12-31 | $439k | 3.5k | 125.21 |
| 2022-09-30 | $391k | 3.5k | 111.52 |
| 2022-06-30 | $398k | 3.4k | 118.59 |
| 2022-03-31 | $936k | 7.3k | 128.13 |
| 2021-12-31 | $943k | 7.3k | 129.09 |
| 2021-09-30 | $859k | 7.3k | 117.59 |
| 2021-06-30 | $1.0M | 8.3k | 122.28 |
| 2021-03-31 | $983k | 8.3k | 118.08 |
| 2020-12-31 | $898k | 8.5k | 105.87 |
| 2020-09-30 | $838k | 9.1k | 92.37 |
| 2020-06-30 | $905k | 9.9k | 91.19 |
| 2020-03-31 | $1.0M | 13k | 79.90 |