SPDR S&P Dividend shares owned by Compass Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 12k | 279.23 |
| 2025-03-31 | $112k | 826 | 135.68 |
| 2024-12-31 | $70k | 530 | 132.10 |
| 2024-09-30 | $75k | 530 | 142.04 |
| 2024-06-30 | $67k | 530 | 127.18 |
| 2024-03-31 | $70k | 530 | 131.24 |
| 2023-12-31 | $66k | 530 | 124.97 |
| 2023-09-30 | $61k | 530 | 115.01 |
| 2023-06-30 | $65k | 530 | 122.58 |
| 2023-03-31 | $66k | 530 | 123.71 |
| 2022-12-31 | $66k | 530 | 125.11 |