SPDR S&P Dividend shares owned by Brio Consultants
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.5k | 140.08 |
| 2025-06-30 | $208k | 1.5k | 135.70 |
| 2025-03-31 | $207k | 1.5k | 135.65 |
| 2024-12-31 | $202k | 1.5k | 132.11 |
| 2024-09-30 | $216k | 1.5k | 142.01 |
| 2023-12-31 | $243k | 1.9k | 124.97 |
| 2023-09-30 | $235k | 2.0k | 114.99 |
| 2023-06-30 | $249k | 2.0k | 122.59 |
| 2023-03-31 | $250k | 2.0k | 123.68 |
| 2022-12-31 | $251k | 2.0k | 125.09 |
| 2022-09-30 | $235k | 2.0k | 117.91 |
| 2022-06-30 | $238k | 2.0k | 118.59 |