SPDR S&P Dividend shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $606k | 4.9k | 124.97 |
| 2023-09-30 | $558k | 4.9k | 115.01 |
| 2023-06-30 | $595k | 4.9k | 122.58 |
| 2023-03-31 | $693k | 5.6k | 123.71 |
| 2022-12-31 | $701k | 5.6k | 125.11 |
| 2022-09-30 | $624k | 5.6k | 111.45 |
| 2022-06-30 | $665k | 5.6k | 118.73 |
| 2022-03-31 | $718k | 5.6k | 128.18 |
| 2021-12-31 | $723k | 5.6k | 129.09 |
| 2021-09-30 | $659k | 5.6k | 117.64 |
| 2021-06-30 | $685k | 5.6k | 122.36 |
| 2021-03-31 | $661k | 5.6k | 118.00 |
| 2020-12-31 | $594k | 5.6k | 106.00 |
| 2020-09-30 | $517k | 5.6k | 92.36 |
| 2020-06-30 | $511k | 5.6k | 91.27 |
| 2020-03-31 | $447k | 5.6k | 79.82 |
| 2019-12-31 | $603k | 5.6k | 107.64 |
| 2019-09-30 | $564k | 5.5k | 102.55 |
| 2019-06-30 | $557k | 5.5k | 101.27 |
| 2019-03-31 | $547k | 5.5k | 99.45 |
| 2018-12-31 | $492k | 5.5k | 89.45 |
| 2018-09-30 | $539k | 5.5k | 98.00 |
| 2018-06-30 | $510k | 5.5k | 92.73 |
| 2018-03-31 | $502k | 5.5k | 91.27 |
| 2017-12-31 | $520k | 5.5k | 94.55 |
| 2017-09-30 | $502k | 5.5k | 91.27 |
| 2017-06-30 | $495k | 5.5k | 90.00 |
| 2017-03-31 | $484k | 5.5k | 88.00 |
| 2016-12-31 | $471k | 5.5k | 85.64 |