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SPDR S&P Dividend shares owned by Ashford Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Ashford Advisors from 13F filings

Historical chart of Ashford 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 Ashford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Ashford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $525k 4.0k 131.24
2023-12-31 $683k 5.5k 124.98
2023-09-30 $629k 5.5k 115.10
2023-06-30 $670k 5.5k 122.60
2023-03-31 $676k 5.5k 123.71
2022-12-31 $684k 5.5k 125.11
2022-09-30 $609k 5.5k 111.44
2022-06-30 $649k 5.5k 118.76
2022-03-31 $700k 5.5k 128.09
2021-12-31 $706k 5.5k 129.19
2021-09-30 $642k 5.5k 117.47
2021-06-30 $668k 5.5k 122.23
2021-03-31 $645k 5.5k 118.02
2020-12-31 $579k 5.5k 105.95