SPDR S&P Dividend shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 12k | 140.05 |
| 2025-06-30 | $1.7M | 12k | 135.73 |
| 2025-03-31 | $1.7M | 13k | 135.68 |
| 2024-12-31 | $2.1M | 16k | 132.10 |
| 2024-09-30 | $4.0M | 28k | 142.04 |
| 2024-06-30 | $3.8M | 28k | 134.83 |
| 2024-03-31 | $3.2M | 25k | 124.97 |
| 2023-12-31 | $3.2M | 25k | 124.97 |
| 2023-09-30 | $3.2M | 28k | 115.01 |
| 2023-06-30 | $3.7M | 30k | 122.58 |
| 2023-03-31 | $3.6M | 29k | 123.71 |
| 2022-12-31 | $3.5M | 28k | 125.11 |
| 2022-09-30 | $3.1M | 28k | 111.50 |
| 2022-06-30 | $3.2M | 27k | 118.69 |
| 2022-03-31 | $2.7M | 21k | 128.09 |
| 2021-12-31 | $2.4M | 19k | 129.12 |
More positions owned by EverSource Wealth Advisors
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