SPDR S&P Dividend shares owned by Curi Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Curi 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 Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $397k | 3.2k | 124.99 |
| 2023-09-30 | $370k | 3.2k | 115.02 |
| 2023-06-30 | $403k | 3.3k | 122.58 |
| 2023-03-31 | $407k | 3.3k | 123.71 |
| 2022-12-31 | $412k | 3.3k | 125.11 |
| 2022-09-30 | $367k | 3.3k | 111.58 |