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
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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 |
|---|---|---|---|
| 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
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