SPDR S&P Dividend shares owned by Capital Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 147k | 140.05 |
| 2025-06-30 | $20M | 147k | 135.73 |
| 2025-03-31 | $20M | 146k | 135.68 |
| 2024-12-31 | $20M | 151k | 132.10 |
| 2024-09-30 | $22M | 152k | 142.04 |
| 2024-06-30 | $20M | 156k | 127.18 |
| 2024-03-31 | $21M | 163k | 131.24 |
| 2023-12-31 | $21M | 166k | 124.97 |
| 2023-09-30 | $20M | 173k | 115.01 |
| 2023-06-30 | $21M | 171k | 122.58 |
| 2023-03-31 | $21M | 171k | 123.71 |
| 2022-12-31 | $22M | 172k | 125.11 |
| 2022-09-30 | $19M | 170k | 111.50 |
| 2022-06-30 | $20M | 169k | 118.69 |
| 2022-03-31 | $22M | 168k | 128.11 |
| 2021-12-31 | $21M | 165k | 129.12 |
| 2021-09-30 | $19M | 163k | 117.55 |
| 2021-06-30 | $19M | 159k | 122.28 |
| 2021-03-31 | $18M | 149k | 118.03 |
| 2020-12-31 | $15M | 146k | 105.93 |
| 2020-09-30 | $13M | 144k | 92.40 |
| 2020-06-30 | $13M | 146k | 91.20 |
| 2020-03-31 | $12M | 144k | 79.86 |
| 2019-12-31 | $16M | 144k | 107.57 |
| 2019-09-30 | $14M | 140k | 102.02 |
| 2019-06-30 | $13M | 133k | 100.88 |
| 2019-03-31 | $14M | 139k | 99.41 |
| 2018-12-31 | $12M | 136k | 89.52 |
| 2018-09-30 | $12M | 124k | 97.93 |
| 2018-06-30 | $12M | 124k | 92.70 |
| 2018-03-31 | $12M | 127k | 91.20 |
| 2017-12-31 | $12M | 127k | 94.48 |
| 2017-09-30 | $12M | 126k | 91.33 |
| 2017-06-30 | $11M | 123k | 88.89 |
| 2017-03-31 | $10M | 118k | 88.22 |
| 2016-12-31 | $9.9M | 116k | 85.56 |
| 2016-09-30 | $9.4M | 111k | 84.36 |
| 2016-06-30 | $9.0M | 108k | 83.92 |
| 2016-03-31 | $8.6M | 107k | 79.93 |
| 2015-12-31 | $7.8M | 106k | 73.57 |
| 2015-09-30 | $8.0M | 110k | 72.16 |
| 2015-06-30 | $8.8M | 115k | 76.21 |
| 2015-03-31 | $9.1M | 116k | 78.20 |
| 2014-12-31 | $8.8M | 112k | 78.80 |
| 2014-09-30 | $7.9M | 106k | 74.94 |
| 2014-06-30 | $7.9M | 103k | 76.59 |
| 2014-03-31 | $7.4M | 100k | 73.58 |
| 2013-12-31 | $6.6M | 90k | 72.62 |