SPDR S&P Dividend shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $197k | 1.5k | 131.28 |
| 2023-12-31 | $162k | 1.3k | 125.16 |
| 2023-09-30 | $173k | 1.5k | 115.05 |
| 2023-06-30 | $184k | 1.5k | 122.62 |
| 2023-03-31 | $160k | 1.3k | 123.76 |
| 2022-12-31 | $162k | 1.3k | 125.16 |
| 2022-09-30 | $144k | 1.3k | 111.54 |
| 2022-06-30 | $122k | 1.0k | 118.75 |
More positions owned by Financial Synergies Wealth Advisors
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