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SPDR S&P Dividend shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 2.0k 142.62
2024-06-30 $1.4M 11k 127.18
2024-03-31 $976k 7.4k 131.24
2023-12-31 $996k 8.0k 124.97
2023-09-30 $899k 7.3k 122.58
2023-06-30 $1.0M 8.5k 122.58
2023-03-31 $1.1M 8.7k 123.71
2022-12-31 $1.2M 10k 125.11
2022-09-30 $1.1M 9.8k 111.52
2022-06-30 $989k 8.2k 120.43
2022-03-31 $1.0M 8.1k 128.12
2021-12-31 $795k 6.2k 129.06
2021-09-30 $524k 4.5k 117.54
2021-06-30 $576k 4.7k 122.19
2021-03-31 $551k 4.7k 118.01
2020-12-31 $447k 4.2k 105.82
2020-09-30 $380k 4.1k 92.30
2020-06-30 $337k 3.7k 91.08
2020-03-31 $249k 3.1k 79.86
2019-12-31 $291k 2.7k 108.70
2019-09-30 $259k 2.5k 103.26
2019-06-30 $693k 6.7k 103.26
2019-03-31 $196k 2.0k 100.00