SPDR S&P Dividend shares owned by Burns Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 1.6k | 140.05 |
| 2025-06-30 | $211k | 1.6k | 135.73 |
| 2025-03-31 | $245k | 1.8k | 135.68 |
| 2024-12-31 | $341k | 2.6k | 132.10 |
| 2024-09-30 | $416k | 2.9k | 142.03 |
| 2024-06-30 | $407k | 3.2k | 127.18 |
| 2024-03-31 | $420k | 3.2k | 131.24 |
| 2023-09-30 | $457k | 4.0k | 115.01 |
| 2023-06-30 | $500k | 4.1k | 122.59 |
| 2023-03-31 | $505k | 4.1k | 123.70 |
| 2022-12-31 | $520k | 4.2k | 125.11 |
| 2022-09-30 | $592k | 5.3k | 111.42 |
| 2022-06-30 | $440k | 3.7k | 118.60 |
| 2022-03-31 | $465k | 3.6k | 127.99 |
| 2021-12-31 | $547k | 4.2k | 129.04 |
| 2021-06-30 | $444k | 3.6k | 122.28 |
| 2021-03-31 | $463k | 3.9k | 118.08 |
| 2020-12-31 | $732k | 6.9k | 105.89 |
| 2020-09-30 | $384k | 4.2k | 92.29 |
| 2020-06-30 | $424k | 4.7k | 91.18 |
| 2020-03-31 | $379k | 4.7k | 79.94 |
| 2019-12-31 | $465k | 4.3k | 107.61 |
| 2019-09-30 | $408k | 4.0k | 102.62 |
| 2019-06-30 | $399k | 4.0k | 100.86 |
| 2019-03-31 | $395k | 4.0k | 99.45 |
| 2018-12-31 | $355k | 4.0k | 89.42 |
| 2018-09-30 | $354k | 3.6k | 97.95 |
| 2018-06-30 | $352k | 3.8k | 92.66 |
| 2018-03-31 | $343k | 3.8k | 91.17 |
| 2017-12-31 | $345k | 3.7k | 94.39 |
| 2017-09-30 | $297k | 3.2k | 91.47 |
| 2017-06-30 | $289k | 3.2k | 89.01 |
| 2017-03-31 | $284k | 3.3k | 87.38 |
| 2016-12-31 | $284k | 3.3k | 85.57 |
| 2016-09-30 | $270k | 3.3k | 81.35 |
| 2016-06-30 | $271k | 3.2k | 83.77 |
| 2016-03-31 | $259k | 3.2k | 80.06 |
| 2015-12-31 | $217k | 3.1k | 70.00 |
| 2015-09-30 | $238k | 3.3k | 72.25 |
| 2015-03-31 | $244k | 3.1k | 78.71 |
| 2014-12-31 | $243k | 3.1k | 78.39 |
| 2014-09-30 | $232k | 3.1k | 74.84 |
| 2014-06-30 | $237k | 3.1k | 76.45 |
| 2014-03-31 | $229k | 3.1k | 73.87 |
| 2013-12-31 | $224k | 3.1k | 72.26 |
| 2013-09-30 | $225k | 3.1k | 72.58 |
| 2013-06-30 | $218k | 3.1k | 70.32 |
| 2013-03-31 | $208k | 3.1k | 67.10 |