SPDR S&P Dividend shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 3.4k | 140.03 |
| 2025-06-30 | $466k | 3.4k | 135.73 |
| 2025-03-31 | $465k | 3.4k | 135.68 |
| 2024-12-31 | $452k | 3.4k | 132.12 |
| 2024-06-30 | $264k | 2.1k | 127.17 |
| 2024-03-31 | $272k | 2.1k | 131.24 |