SPDR S&P Dividend shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $36k | 248 | 145.16 |
| 2025-12-31 | $34k | 248 | 137.10 |
| 2025-09-30 | $34k | 248 | 137.10 |
| 2025-06-30 | $33k | 248 | 133.06 |
| 2024-12-31 | $26k | 201 | 129.35 |
| 2024-09-30 | $10k | 76 | 131.58 |
| 2024-06-30 | $11k | 92 | 119.57 |
| 2024-03-31 | $78k | 592 | 131.76 |
| 2023-12-31 | $74k | 592 | 125.00 |
| 2023-09-30 | $59k | 516 | 114.34 |
| 2023-06-30 | $63k | 516 | 122.09 |
| 2023-03-31 | $64k | 516 | 124.03 |
| 2022-12-31 | $55k | 500 | 110.00 |
| 2022-09-30 | $56k | 500 | 112.00 |
| 2022-06-30 | $59k | 500 | 118.00 |
| 2022-03-31 | $64k | 500 | 128.00 |
| 2021-12-31 | $65k | 500 | 130.00 |
| 2021-09-30 | $59k | 500 | 118.00 |
| 2021-06-30 | $61k | 500 | 122.00 |
| 2021-03-31 | $59k | 500 | 118.00 |
| 2020-12-31 | $53k | 500 | 106.00 |
| 2020-09-30 | $46k | 500 | 92.00 |
| 2020-06-30 | $46k | 500 | 92.00 |
| 2020-03-31 | $40k | 500 | 80.00 |
More positions owned by Efficient Wealth Management
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