SPDR S&P Dividend shares owned by GoalVest Advisory
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $96k | 685 | 140.05 |
| 2025-06-30 | $93k | 685 | 135.73 |
| 2025-03-31 | $93k | 685 | 135.68 |
| 2024-12-31 | $91k | 685 | 132.10 |
| 2024-09-30 | $97k | 685 | 142.04 |
| 2024-06-30 | $87k | 685 | 127.18 |
| 2024-03-31 | $90k | 685 | 131.24 |
| 2023-12-31 | $86k | 685 | 124.97 |
| 2023-09-30 | $79k | 685 | 115.01 |
| 2023-06-30 | $84k | 685 | 122.58 |
| 2023-03-31 | $85k | 685 | 123.71 |
| 2022-12-31 | $86k | 685 | 125.11 |
| 2022-09-30 | $76k | 685 | 110.95 |
| 2022-06-30 | $82k | 685 | 119.71 |
| 2022-03-31 | $88k | 685 | 128.47 |