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
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Dividend by Core Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |