SPDR S&P Dividend shares owned by Disciplined Investments
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Disciplined Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $589k | 4.1k | 142.04 |
| 2024-06-30 | $591k | 4.6k | 127.18 |
| 2024-03-31 | $615k | 4.7k | 131.24 |
| 2023-12-31 | $688k | 5.5k | 124.97 |
| 2023-09-30 | $633k | 5.5k | 115.01 |
| 2023-06-30 | $729k | 5.9k | 122.58 |
| 2023-03-31 | $640k | 5.2k | 123.71 |
| 2022-12-31 | $648k | 5.2k | 125.11 |
| 2022-09-30 | $568k | 5.1k | 111.46 |
| 2022-06-30 | $650k | 5.5k | 118.61 |
| 2022-03-31 | $712k | 5.6k | 128.03 |
| 2021-12-31 | $718k | 5.6k | 129.11 |
| 2021-09-30 | $654k | 5.6k | 117.58 |
| 2021-06-30 | $685k | 5.6k | 122.34 |
| 2021-03-31 | $631k | 5.3k | 118.10 |
| 2020-12-31 | $566k | 5.3k | 105.95 |
| 2020-09-30 | $504k | 5.5k | 92.38 |
| 2020-06-30 | $490k | 5.4k | 91.30 |
| 2020-03-31 | $425k | 5.3k | 79.86 |
| 2019-12-31 | $572k | 5.3k | 107.48 |