SPDR S&P Dividend shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 8.9k | 139.16 |
| 2025-09-30 | $1.3M | 9.2k | 140.05 |
| 2025-06-30 | $1.3M | 9.3k | 135.73 |
| 2025-03-31 | $1.7M | 13k | 135.68 |
| 2024-12-31 | $1.0M | 7.7k | 132.10 |
| 2024-09-30 | $1.1M | 7.8k | 142.04 |
| 2024-06-30 | $1.0M | 8.1k | 127.19 |
| 2024-03-31 | $1.1M | 8.1k | 131.24 |
| 2023-12-31 | $1.1M | 8.8k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.7M | 14k | 122.58 |
| 2023-03-31 | $1.6M | 13k | 123.71 |
| 2022-12-31 | $1.6M | 13k | 125.11 |
| 2022-09-30 | $1.4M | 13k | 111.47 |
| 2022-06-30 | $2.0M | 17k | 120.42 |
| 2022-03-31 | $2.2M | 17k | 128.10 |
| 2021-12-31 | $2.2M | 17k | 129.10 |
| 2021-09-30 | $2.2M | 19k | 118.79 |
| 2021-06-30 | $2.4M | 19k | 123.06 |
| 2021-03-31 | $34M | 279k | 122.73 |
| 2020-12-31 | $2.4M | 284k | 8.40 |
| 2020-09-30 | $5.4M | 59k | 91.09 |
| 2020-06-30 | $7.2M | 83k | 87.77 |
| 2020-03-31 | $6.9M | 88k | 78.51 |
| 2019-12-31 | $13M | 119k | 107.64 |
| 2019-09-30 | $11M | 104k | 102.07 |
| 2019-06-30 | $11M | 105k | 100.88 |
| 2019-03-31 | $7.2M | 72k | 99.38 |
| 2018-12-31 | $6.5M | 74k | 88.78 |
| 2018-09-30 | $7.5M | 77k | 97.93 |
| 2018-06-30 | $7.3M | 79k | 92.70 |
| 2018-03-31 | $7.2M | 79k | 91.19 |
| 2017-12-31 | $7.4M | 79k | 94.38 |
| 2017-09-30 | $7.4M | 81k | 91.31 |
| 2017-06-30 | $7.5M | 84k | 88.86 |
| 2017-03-31 | $7.6M | 86k | 88.08 |
| 2016-12-31 | $7.4M | 86k | 85.55 |
| 2016-09-30 | $7.1M | 84k | 84.35 |
| 2016-06-30 | $3.5M | 41k | 83.98 |
| 2016-03-31 | $3.0M | 37k | 80.21 |