SPDR S&P Dividend shares owned by Ballast Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 1.3k | 140.05 |
| 2025-06-30 | $173k | 1.3k | 135.73 |
| 2025-03-31 | $198k | 1.5k | 135.68 |
| 2024-12-31 | $225k | 1.7k | 132.10 |
| 2024-09-30 | $233k | 1.6k | 142.04 |
| 2024-06-30 | $207k | 1.6k | 127.18 |
| 2024-03-31 | $213k | 1.6k | 131.24 |
| 2023-12-31 | $203k | 1.6k | 124.97 |
| 2023-09-30 | $136k | 1.2k | 115.01 |
| 2023-06-30 | $193k | 1.6k | 122.58 |
| 2023-03-31 | $93k | 752 | 123.71 |
| 2022-12-31 | $96k | 769 | 125.11 |
| 2022-09-30 | $86k | 769 | 111.83 |
| 2022-06-30 | $91k | 769 | 118.34 |
| 2022-03-31 | $96k | 751 | 127.83 |
| 2021-12-31 | $97k | 751 | 129.16 |
| 2021-09-30 | $90k | 764 | 117.80 |
| 2021-06-30 | $93k | 764 | 121.73 |
| 2021-03-31 | $92k | 780 | 117.95 |
| 2020-12-31 | $83k | 785 | 105.73 |
| 2020-09-30 | $86k | 930 | 92.47 |
| 2020-06-30 | $85k | 930 | 91.40 |
| 2020-03-31 | $74k | 930 | 79.57 |
| 2019-12-31 | $101k | 935 | 108.02 |