SPDR S&P Dividend shares owned by Calton & Associates
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 1.9k | 140.05 |
| 2025-06-30 | $260k | 1.9k | 135.70 |
| 2023-12-31 | $276k | 2.2k | 125.00 |
| 2023-06-30 | $324k | 2.6k | 122.56 |
| 2023-03-31 | $333k | 2.7k | 123.69 |
| 2022-12-31 | $547k | 4.4k | 125.12 |
| 2022-09-30 | $244k | 2.2k | 111.21 |
| 2022-06-30 | $258k | 2.2k | 118.35 |
| 2022-03-31 | $509k | 4.0k | 128.02 |
| 2021-12-31 | $467k | 3.6k | 128.93 |
| 2021-09-30 | $352k | 3.0k | 117.57 |
| 2021-06-30 | $398k | 3.2k | 122.57 |
| 2021-03-31 | $385k | 3.3k | 118.10 |
| 2020-12-31 | $333k | 3.1k | 105.98 |
| 2020-09-30 | $354k | 3.8k | 92.33 |
| 2020-06-30 | $336k | 3.7k | 91.13 |
| 2020-03-31 | $289k | 3.6k | 79.83 |
| 2019-12-31 | $422k | 3.9k | 107.49 |
| 2019-09-30 | $339k | 3.3k | 102.73 |
| 2019-06-30 | $209k | 2.1k | 100.77 |
| 2018-12-31 | $205k | 2.3k | 89.48 |
| 2018-09-30 | $231k | 2.4k | 97.88 |
| 2018-06-30 | $242k | 2.5k | 96.84 |
| 2018-03-31 | $234k | 2.6k | 91.12 |
| 2017-12-31 | $239k | 2.5k | 96.53 |