SPDR S&P Dividend shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 1.5k | 140.02 |
| 2025-06-30 | $206k | 1.5k | 135.75 |
| 2025-03-31 | $205k | 1.5k | 135.66 |
| 2024-09-30 | $212k | 1.5k | 142.05 |
| 2023-06-30 | $214k | 1.7k | 122.58 |
| 2023-03-31 | $214k | 1.7k | 123.74 |
| 2022-12-31 | $216k | 1.7k | 125.13 |
| 2022-06-30 | $210k | 1.8k | 118.85 |
| 2022-03-31 | $404k | 3.2k | 128.21 |
| 2021-12-31 | $404k | 3.1k | 128.99 |
| 2021-09-30 | $365k | 3.1k | 117.44 |
| 2021-06-30 | $369k | 3.0k | 122.35 |
| 2021-03-31 | $354k | 3.0k | 118.12 |
| 2020-12-31 | $336k | 3.2k | 105.99 |
| 2020-09-30 | $287k | 3.1k | 92.34 |
| 2020-06-30 | $280k | 3.1k | 91.65 |
| 2020-03-31 | $210k | 2.6k | 79.58 |
| 2019-12-31 | $224k | 2.1k | 108.37 |
| 2019-09-30 | $179k | 1.7k | 102.71 |
More positions owned by Garrett Wealth Advisory Group
View all positions for Garrett Wealth Advisory Group