SPDR S&P Dividend shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 2.3k | 142.04 |
| 2024-06-30 | $299k | 2.4k | 127.18 |
| 2024-03-31 | $323k | 2.5k | 131.24 |
| 2023-12-31 | $289k | 2.3k | 124.97 |
| 2023-09-30 | $282k | 2.4k | 115.01 |
| 2023-06-30 | $332k | 2.7k | 122.59 |
| 2023-03-31 | $360k | 2.9k | 123.72 |
| 2022-12-31 | $561k | 4.5k | 125.11 |
| 2022-09-30 | $338k | 3.0k | 111.44 |
| 2022-06-30 | $384k | 3.2k | 118.56 |
| 2022-03-31 | $375k | 2.9k | 128.25 |
| 2021-12-31 | $364k | 2.8k | 129.26 |
| 2021-09-30 | $338k | 2.9k | 117.61 |
| 2021-06-30 | $328k | 2.7k | 122.11 |
| 2021-03-31 | $291k | 2.5k | 118.00 |
| 2020-06-30 | $212k | 2.3k | 91.07 |
More positions owned by Aurum Wealth Management Group
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