SPDR S&P Dividend shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 2.1k | 140.05 |
| 2025-06-30 | $291k | 2.1k | 135.73 |
| 2025-03-31 | $356k | 2.6k | 135.68 |
| 2024-12-31 | $367k | 2.6k | 139.89 |
| 2024-09-30 | $373k | 2.6k | 142.04 |
| 2024-06-30 | $424k | 3.3k | 127.18 |
| 2024-03-31 | $303k | 2.3k | 131.24 |
| 2023-03-31 | $218k | 1.8k | 123.71 |
| 2022-12-31 | $294k | 2.4k | 125.11 |