SPDR S&P Dividend shares owned by Everhart Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $643k | 4.6k | 140.05 |
| 2025-06-30 | $640k | 4.7k | 135.73 |
| 2025-03-31 | $202k | 1.5k | 135.68 |
| 2024-12-31 | $203k | 1.5k | 132.10 |
| 2024-09-30 | $211k | 1.5k | 142.04 |
| 2024-03-31 | $329k | 2.5k | 131.24 |
| 2023-12-31 | $313k | 2.5k | 124.97 |
| 2023-09-30 | $216k | 2.6k | 83.76 |
| 2023-06-30 | $230k | 2.6k | 89.27 |
| 2023-03-31 | $232k | 1.9k | 123.71 |
| 2022-12-31 | $235k | 2.6k | 91.11 |
| 2022-09-30 | $246k | 2.2k | 111.77 |
| 2022-06-30 | $261k | 2.2k | 118.58 |
| 2022-03-31 | $273k | 2.1k | 128.17 |
| 2021-12-31 | $275k | 2.1k | 129.11 |
| 2021-09-30 | $250k | 2.1k | 117.37 |
| 2021-06-30 | $261k | 2.1k | 122.54 |
| 2021-03-31 | $252k | 2.1k | 118.31 |
| 2020-12-31 | $225k | 2.1k | 105.63 |