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
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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 |
|---|---|---|---|
| 2025-09-30 | $360k | 2.6k | 140.06 |
| 2025-06-30 | $356k | 2.6k | 135.72 |
| 2025-03-31 | $355k | 2.6k | 135.67 |
| 2024-12-31 | $349k | 2.6k | 131.85 |
| 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 |
More positions owned by Coastal Investment Advisors
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