SPDR S&P Dividend shares owned by Core Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 2.3k | 140.05 |
| 2025-06-30 | $312k | 2.3k | 135.73 |
| 2025-03-31 | $312k | 2.3k | 135.68 |
| 2024-12-31 | $304k | 2.3k | 132.10 |
| 2024-09-30 | $292k | 2.3k | 127.18 |
| 2024-06-30 | $292k | 2.3k | 127.18 |
| 2024-03-31 | $317k | 2.4k | 131.24 |
| 2023-12-31 | $331k | 2.6k | 124.97 |
| 2023-09-30 | $305k | 2.6k | 115.01 |
| 2023-06-30 | $325k | 2.6k | 122.58 |
| 2023-03-31 | $328k | 2.6k | 123.71 |
| 2022-12-31 | $331k | 2.6k | 125.11 |