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SPDR S&P Dividend shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial 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 Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 119k 124.97
2023-09-30 $17M 147k 115.01
2023-06-30 $18M 147k 122.58
2023-03-31 $13M 102k 123.71
2022-12-31 $12M 95k 125.11
2022-09-30 $7.4M 66k 113.05
2022-06-30 $6.2M 53k 118.69
2022-03-31 $5.4M 46k 118.02
2021-12-31 $6.1M 47k 129.10
2021-09-30 $5.5M 47k 117.53
2021-06-30 $5.6M 46k 122.26
2021-03-31 $5.4M 46k 118.02
2020-12-31 $4.9M 47k 105.92
2020-09-30 $4.3M 47k 92.38
2020-06-30 $4.3M 47k 91.18
2020-03-31 $3.6M 45k 79.86
2019-12-31 $4.4M 41k 107.55
2019-09-30 $4.2M 41k 102.59
2019-06-30 $4.1M 41k 100.89
2019-03-31 $4.0M 41k 99.41
2018-12-31 $3.6M 40k 89.51
2018-09-30 $3.9M 40k 97.92
2018-06-30 $3.6M 39k 92.70
2018-03-31 $3.7M 41k 91.18
2017-12-31 $3.9M 41k 94.47
2017-09-30 $3.9M 43k 91.33
2017-06-30 $3.8M 43k 88.90
2017-03-31 $3.7M 42k 88.14
2016-12-31 $3.4k 40k 0.09
2016-09-30 $451k 5.3k 84.43
2016-06-30 $267k 3.2k 83.65
2016-03-31 $257k 3.2k 79.89
2015-12-31 $367k 5.0k 73.47
2015-09-30 $1.0M 15k 72.14
2015-06-30 $1.2M 16k 76.15
2015-03-31 $1.3M 16k 78.19
2014-12-31 $1.3M 16k 78.78
2014-09-30 $626k 8.3k 75.00
2014-06-30 $594k 7.8k 76.58
2014-03-31 $499k 6.8k 73.58
2013-12-31 $309k 4.3k 72.71

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Commonwealth Equity Services
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend