SPDR S&P Dividend shares owned by Avalon Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Avalon 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 Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $3.7M | 30k | 123.71 |
| 2022-12-31 | $5.4M | 43k | 125.10 |
| 2022-09-30 | $2.2M | 20k | 111.49 |
| 2022-06-30 | $3.4M | 29k | 118.68 |
| 2022-03-31 | $2.2M | 18k | 128.10 |
| 2021-12-31 | $1.2M | 9.3k | 129.14 |
| 2021-09-30 | $2.2M | 19k | 117.53 |
| 2021-06-30 | $1.7M | 14k | 122.25 |
| 2021-03-31 | $1.4M | 12k | 118.03 |
| 2020-12-31 | $1.3M | 13k | 105.92 |
| 2020-09-30 | $251k | 2.7k | 92.48 |
| 2020-06-30 | $256k | 2.8k | 91.07 |
| 2019-12-31 | $225k | 2.1k | 107.76 |
| 2018-12-31 | $10M | 113k | 89.52 |
| 2018-03-31 | $883k | 9.7k | 91.21 |