SPDR S&P Dividend shares owned by Crestwood Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 1.6k | 142.04 |
| 2024-06-30 | $256k | 2.0k | 127.21 |
| 2024-03-31 | $297k | 2.3k | 131.26 |
| 2019-09-30 | $224k | 2.2k | 102.52 |
| 2019-06-30 | $228k | 2.3k | 100.66 |
| 2019-03-31 | $225k | 2.3k | 99.34 |
| 2018-12-31 | $213k | 2.4k | 89.68 |
| 2018-09-30 | $264k | 2.7k | 97.78 |
| 2018-06-30 | $269k | 2.8k | 96.07 |
| 2018-03-31 | $291k | 3.2k | 91.22 |
| 2017-12-31 | $357k | 3.8k | 94.44 |
| 2017-09-30 | $354k | 3.9k | 91.24 |
| 2017-06-30 | $348k | 3.9k | 89.69 |
| 2017-03-31 | $122k | 1.4k | 88.41 |
| 2016-12-31 | $238k | 2.8k | 85.61 |
| 2016-09-30 | $261k | 3.1k | 84.47 |
| 2016-06-30 | $349k | 4.2k | 83.95 |
| 2016-03-31 | $363k | 4.5k | 80.01 |
| 2015-12-31 | $509k | 6.9k | 73.53 |
| 2015-09-30 | $701k | 9.7k | 72.20 |
| 2015-06-30 | $643k | 8.4k | 76.21 |
| 2015-03-31 | $605k | 7.7k | 78.20 |
| 2014-12-31 | $553k | 7.0k | 78.81 |
| 2014-09-30 | $515k | 6.9k | 74.89 |
| 2014-06-30 | $471k | 6.2k | 76.59 |
| 2014-03-31 | $422k | 5.7k | 73.58 |