SPDR S&P Dividend shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $53k | 407 | 131.24 |
| 2023-12-31 | $96k | 767 | 124.97 |
| 2023-09-30 | $5.4k | 47 | 115.00 |
| 2023-06-30 | $5.8k | 47 | 122.57 |
| 2017-03-31 | $66k | 750 | 88.00 |
| 2016-12-31 | $65k | 750 | 86.67 |
| 2016-09-30 | $64k | 750 | 85.33 |
| 2016-06-30 | $93k | 1.1k | 84.55 |
| 2016-03-31 | $88k | 1.1k | 80.00 |
| 2015-12-31 | $81k | 1.1k | 73.64 |
| 2015-09-30 | $79k | 1.1k | 71.82 |
| 2015-06-30 | $84k | 1.1k | 76.36 |
| 2015-03-31 | $86k | 1.1k | 78.18 |
| 2014-12-31 | $102k | 1.3k | 78.46 |
| 2014-09-30 | $97k | 1.3k | 74.62 |
| 2014-06-30 | $100k | 1.3k | 76.92 |
| 2014-03-31 | $96k | 1.3k | 73.85 |
| 2013-12-31 | $94k | 1.3k | 72.31 |
More positions owned by Blue Bell Private Wealth Management
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