SPDR S&P Dividend shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Evergreen Capital 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 Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 16k | 139.16 |
| 2025-09-30 | $2.3M | 16k | 140.05 |
| 2025-06-30 | $2.0M | 15k | 135.73 |
| 2025-03-31 | $2.0M | 15k | 135.68 |
| 2024-12-31 | $1.9M | 15k | 132.10 |
| 2024-09-30 | $2.0M | 14k | 142.04 |
| 2024-06-30 | $1.7M | 14k | 127.18 |
| 2024-03-31 | $1.7M | 13k | 131.24 |
| 2023-12-31 | $1.7M | 13k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.7M | 14k | 122.58 |
| 2023-03-31 | $1.6M | 13k | 123.71 |
| 2022-12-31 | $1.6M | 13k | 125.11 |
| 2022-09-30 | $696k | 6.2k | 111.56 |
| 2022-06-30 | $753k | 6.3k | 118.68 |
| 2022-03-31 | $687k | 5.4k | 128.17 |
| 2021-12-31 | $688k | 5.3k | 129.08 |
| 2021-09-30 | $626k | 5.3k | 117.56 |
| 2021-06-30 | $476k | 3.9k | 122.30 |
| 2021-03-31 | $459k | 3.9k | 118.09 |
| 2020-12-31 | $411k | 3.9k | 105.85 |
| 2020-09-30 | $358k | 3.9k | 92.36 |
| 2020-06-30 | $314k | 3.4k | 91.25 |
| 2020-03-31 | $275k | 3.4k | 79.97 |
| 2019-12-31 | $348k | 3.2k | 107.44 |
| 2019-09-30 | $332k | 3.2k | 102.50 |
| 2019-06-30 | $327k | 3.2k | 100.96 |
| 2019-03-31 | $312k | 3.1k | 99.39 |
| 2018-12-31 | $281k | 3.1k | 89.52 |
| 2018-09-30 | $327k | 3.3k | 97.93 |
| 2018-06-30 | $310k | 3.3k | 92.84 |
| 2018-03-31 | $305k | 3.3k | 91.34 |
| 2017-12-31 | $315k | 3.3k | 94.34 |
More positions owned by Evergreen Capital Management
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