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SPDR S&P Dividend shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 22k 140.05
2025-06-30 $4.9M 36k 135.73
2025-03-31 $5.3M 39k 135.68
2024-09-30 $6.1M 43k 142.04
2024-06-30 $5.5M 43k 127.18
2024-03-31 $5.7M 44k 131.24
2023-12-31 $5.7M 46k 124.97
2023-09-30 $5.2M 46k 115.01
2023-06-30 $5.6M 46k 122.58
2023-03-31 $5.9M 48k 123.71
2022-12-31 $3.1M 25k 125.11
2022-09-30 $2.7M 25k 111.48
2022-06-30 $2.9M 25k 118.70
2022-03-31 $3.2M 25k 128.13
2021-12-31 $3.3M 25k 129.13
2021-09-30 $3.1M 26k 117.56
2021-06-30 $3.3M 27k 122.27
2020-12-31 $3.2M 30k 105.92
2020-09-30 $3.0M 32k 92.41
2020-06-30 $3.5M 39k 91.20
2020-03-31 $3.3M 41k 79.86
2019-12-31 $4.6M 43k 107.57
2019-09-30 $4.4M 43k 102.60
2019-06-30 $4.5M 45k 100.87
2019-03-31 $2.3M 23k 99.43
2018-12-31 $2.1M 24k 89.53
2018-09-30 $2.4M 25k 97.83
2018-06-30 $2.3M 25k 92.58
2018-03-31 $2.3M 26k 89.35
2017-12-31 $3.0M 32k 95.43
2017-09-30 $3.0M 33k 91.89
2017-06-30 $2.9M 33k 88.45
2017-03-31 $3.3M 37k 87.62
2016-12-31 $3.3M 39k 85.95
2016-09-30 $3.4M 41k 83.03

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding SPDR S&P Dividend

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View all funds holding SPDR S&P Dividend