Halpern Financial »

SPDR S&P Dividend shares owned by Halpern Financial

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 81 141.47
2024-06-30 $10k 81 127.19
2023-06-30 $371k 3.0k 122.58
2023-03-31 $375k 3.0k 123.71
2022-12-31 $1.4M 11k 125.11
2022-09-30 $1.3M 11k 111.50
2022-06-30 $1.3M 11k 118.69
2022-03-31 $1.4M 11k 128.11