SPDR S&P Dividend shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 27k | 139.62 |
| 2025-06-30 | $3.7M | 28k | 135.73 |
| 2025-03-31 | $5.2M | 38k | 135.68 |
| 2024-12-31 | $5.1M | 39k | 132.10 |
| 2024-09-30 | $5.5M | 39k | 142.04 |
| 2024-06-30 | $4.8M | 38k | 127.18 |
| 2024-03-31 | $4.9M | 38k | 131.24 |
| 2023-09-30 | $4.0M | 35k | 115.01 |
| 2023-06-30 | $4.2M | 34k | 122.58 |
| 2023-03-31 | $4.2M | 34k | 123.71 |
| 2022-12-31 | $2.0M | 18k | 111.50 |
| 2022-09-30 | $2.0M | 18k | 111.49 |
| 2022-06-30 | $1.4M | 12k | 118.43 |
| 2022-03-31 | $884k | 6.9k | 128.26 |
| 2021-12-31 | $890k | 6.9k | 129.15 |