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 | $1.3M | 9.4k | 140.05 |
| 2025-06-30 | $1.2M | 9.2k | 135.73 |
| 2025-03-31 | $1.3M | 9.5k | 135.68 |
| 2024-12-31 | $1.2M | 9.2k | 132.10 |
| 2024-09-30 | $1.3M | 9.2k | 142.03 |
| 2024-06-30 | $1.2M | 9.5k | 127.18 |
| 2024-03-31 | $1.2M | 9.2k | 131.24 |
| 2023-12-31 | $1.1M | 9.2k | 124.97 |
| 2023-09-30 | $1.1M | 9.3k | 115.01 |
| 2023-06-30 | $1.1M | 9.2k | 122.58 |
| 2023-03-31 | $1.5M | 12k | 123.71 |
| 2022-12-31 | $1.2M | 9.7k | 125.11 |
| 2022-09-30 | $1.1M | 9.7k | 113.44 |
| 2022-06-30 | $1.0M | 8.7k | 118.65 |
| 2022-03-31 | $1.1M | 8.7k | 128.17 |
| 2021-12-31 | $810k | 6.3k | 129.06 |
| 2021-09-30 | $738k | 6.3k | 117.59 |
| 2021-06-30 | $767k | 6.3k | 122.21 |
| 2021-03-31 | $779k | 6.6k | 117.99 |
| 2020-12-31 | $441k | 4.2k | 105.93 |
| 2020-09-30 | $362k | 3.9k | 92.35 |
| 2020-06-30 | $372k | 3.9k | 94.90 |
| 2020-03-31 | $388k | 4.9k | 79.84 |
| 2019-12-31 | $576k | 5.4k | 107.58 |