SPDR S&P Dividend shares owned by Forum Financial Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.6k | 140.08 |
| 2025-06-30 | $1.4M | 11k | 135.73 |
| 2025-03-31 | $1.5M | 11k | 135.70 |
| 2024-12-31 | $1.5M | 11k | 132.10 |
| 2024-09-30 | $1.6M | 11k | 142.06 |
| 2024-06-30 | $1.3M | 10k | 127.21 |
| 2024-03-31 | $1.5M | 12k | 131.24 |
| 2023-12-31 | $1.3M | 10k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.6M | 13k | 122.58 |
| 2023-03-31 | $1.6M | 13k | 123.71 |
| 2022-12-31 | $1.6M | 13k | 125.11 |
| 2022-09-30 | $285k | 2.6k | 111.37 |
| 2022-06-30 | $310k | 2.6k | 118.77 |
| 2022-03-31 | $333k | 2.6k | 128.08 |
| 2021-12-31 | $386k | 3.0k | 129.05 |
More positions owned by Forum Financial Management
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