SPDR S&P Dividend shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $915k | 6.5k | 140.06 |
| 2025-06-30 | $887k | 6.5k | 135.69 |
| 2025-03-31 | $914k | 6.7k | 135.73 |
| 2024-12-31 | $961k | 7.3k | 132.01 |
| 2024-09-30 | $789k | 5.6k | 141.88 |
| 2023-12-31 | $853k | 6.8k | 124.97 |
| 2023-09-30 | $667k | 5.8k | 115.01 |
| 2023-06-30 | $947k | 7.7k | 122.53 |
| 2023-03-31 | $1.1B | 8.6k | 123716.05 |
| 2022-12-31 | $1.0B | 8.3k | 125115.55 |
| 2022-09-30 | $618k | 5.5k | 111.41 |
| 2022-06-30 | $366k | 3.1k | 119.18 |
| 2022-03-31 | $360k | 2.8k | 128.30 |
| 2021-12-31 | $284k | 2.2k | 129.39 |
| 2021-09-30 | $209k | 1.8k | 118.01 |
| 2021-03-31 | $214k | 1.8k | 117.84 |
| 2020-09-30 | $403k | 4.3k | 93.59 |
| 2020-06-30 | $654k | 7.2k | 91.23 |
| 2020-03-31 | $570k | 7.1k | 79.74 |
| 2019-12-31 | $766k | 7.1k | 107.55 |
| 2019-09-30 | $739k | 7.2k | 102.60 |
| 2019-06-30 | $486k | 4.8k | 100.98 |
| 2019-03-31 | $440k | 4.4k | 99.39 |
| 2018-12-31 | $425k | 4.7k | 89.53 |
| 2018-09-30 | $323k | 3.3k | 97.79 |
| 2018-06-30 | $302k | 3.3k | 92.75 |
| 2018-03-31 | $323k | 3.5k | 91.14 |
| 2017-12-31 | $316k | 3.3k | 94.50 |
| 2017-09-30 | $302k | 3.3k | 91.21 |
| 2017-06-30 | $343k | 3.9k | 89.00 |
| 2017-03-31 | $257k | 2.9k | 87.98 |
| 2016-12-31 | $215k | 2.5k | 85.69 |