SPDR S&P Dividend shares owned by Essex Private Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Essex Private Wealth Management
from 13F filings
Historical chart of Essex Private Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Essex Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $642k | 4.5k | 142.03 |
| 2024-06-30 | $572k | 4.5k | 127.18 |
| 2024-03-31 | $591k | 4.5k | 131.25 |
| 2023-12-31 | $563k | 4.5k | 124.96 |
| 2023-09-30 | $518k | 4.5k | 115.02 |
| 2023-06-30 | $556k | 4.5k | 122.59 |
| 2023-03-31 | $561k | 4.5k | 123.70 |
| 2022-12-31 | $569k | 4.5k | 125.11 |
| 2022-09-30 | $506k | 4.5k | 111.43 |
| 2022-06-30 | $568k | 4.8k | 118.63 |
| 2022-03-31 | $616k | 4.8k | 128.07 |
| 2021-12-31 | $809k | 6.3k | 129.13 |
| 2021-09-30 | $780k | 6.6k | 117.51 |
| 2021-06-30 | $830k | 6.8k | 122.31 |
| 2021-03-31 | $868k | 7.4k | 118.08 |
| 2020-12-31 | $1.0M | 9.8k | 105.86 |
| 2020-09-30 | $1.1M | 11k | 92.33 |
| 2020-06-30 | $1.3M | 15k | 91.17 |
| 2020-03-31 | $7.6M | 95k | 79.86 |
| 2019-12-31 | $9.9M | 92k | 107.57 |
More positions owned by Essex Private Wealth Management
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