SPDR S&P Dividend shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 77k | 142.04 |
| 2024-06-30 | $7.9M | 62k | 127.18 |
| 2024-03-31 | $8.1M | 62k | 131.24 |
| 2023-12-31 | $7.8M | 62k | 124.97 |
| 2023-09-30 | $7.2M | 62k | 115.01 |
| 2023-06-30 | $7.6M | 62k | 122.58 |
| 2023-03-31 | $7.7M | 62k | 123.71 |
| 2022-12-31 | $7.8M | 62k | 125.11 |
| 2022-06-30 | $7.4M | 62k | 118.69 |
| 2022-03-31 | $8.0M | 62k | 128.11 |
| 2021-12-31 | $8.1M | 62k | 129.12 |
| 2021-09-30 | $7.7M | 66k | 117.56 |
| 2021-06-30 | $8.5M | 69k | 122.28 |
| 2021-03-31 | $8.2M | 69k | 118.03 |
| 2020-12-31 | $7.4M | 70k | 105.93 |
| 2020-09-30 | $6.5M | 71k | 92.40 |
| 2020-06-30 | $6.6M | 72k | 91.20 |
| 2019-12-31 | $6.3M | 59k | 107.57 |
| 2019-09-30 | $6.0M | 59k | 102.61 |
| 2019-06-30 | $5.9M | 58k | 100.88 |
| 2019-03-31 | $6.6M | 66k | 99.41 |
| 2018-12-31 | $9.9M | 110k | 89.52 |
| 2018-09-30 | $11M | 111k | 97.93 |
| 2018-06-30 | $10M | 111k | 92.70 |
| 2018-03-31 | $11M | 116k | 91.20 |
| 2017-12-31 | $11M | 116k | 94.48 |
| 2017-09-30 | $10M | 114k | 91.33 |
| 2017-06-30 | $11M | 122k | 88.89 |
| 2017-03-31 | $11M | 124k | 88.14 |
| 2016-12-31 | $11M | 126k | 85.56 |
| 2016-09-30 | $11M | 130k | 84.36 |
| 2016-06-30 | $6.6M | 79k | 83.92 |
| 2016-03-31 | $7.8M | 97k | 79.93 |
| 2015-12-31 | $10M | 140k | 73.57 |
| 2015-09-30 | $14M | 194k | 72.16 |
| 2015-06-30 | $17M | 219k | 76.21 |
| 2015-03-31 | $19M | 248k | 78.20 |
| 2014-12-31 | $28M | 354k | 78.80 |
| 2014-09-30 | $29M | 391k | 74.94 |
| 2014-06-30 | $33M | 431k | 76.59 |
| 2014-03-31 | $34M | 455k | 73.58 |
| 2013-12-31 | $34M | 469k | 72.62 |
| 2013-09-30 | $33M | 484k | 68.94 |
| 2013-06-30 | $1.3M | 19k | 66.28 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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