SPDR S&P Dividend shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 1.9k | 140.01 |
| 2025-06-30 | $265k | 2.0k | 135.69 |
| 2025-03-31 | $310k | 2.3k | 135.65 |
| 2024-12-31 | $326k | 2.5k | 132.11 |
| 2024-09-30 | $486k | 3.4k | 142.05 |
| 2024-06-30 | $580k | 4.6k | 127.19 |