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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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