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SPDR S&P Dividend shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial 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 Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $757k 5.4k 140.05
2025-06-30 $733k 5.4k 135.73
2025-03-31 $744k 5.5k 135.68
2024-12-31 $731k 5.5k 132.10
2024-09-30 $773k 5.5k 141.42
2024-06-30 $657k 5.2k 127.18