SPDR S&P Dividend shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 2.9k | 140.05 |
| 2025-06-30 | $397k | 2.9k | 135.73 |
| 2025-03-31 | $397k | 2.9k | 135.68 |
| 2024-12-31 | $378k | 2.9k | 132.10 |
| 2024-09-30 | $428k | 3.0k | 142.04 |
| 2024-06-30 | $383k | 3.0k | 127.18 |
| 2024-03-31 | $395k | 3.0k | 131.24 |
| 2023-12-31 | $404k | 3.2k | 124.97 |
| 2023-09-30 | $382k | 3.3k | 115.01 |
| 2023-06-30 | $407k | 3.3k | 122.58 |
| 2023-03-31 | $411k | 3.3k | 123.71 |
| 2022-12-31 | $416k | 3.3k | 125.11 |
| 2022-09-30 | $371k | 3.3k | 111.65 |
| 2022-06-30 | $291k | 2.4k | 118.87 |
| 2022-03-31 | $210k | 1.6k | 128.05 |
| 2021-12-31 | $212k | 1.6k | 129.27 |
| 2021-09-30 | $205k | 1.7k | 117.82 |
| 2021-06-30 | $213k | 1.7k | 122.41 |
| 2021-03-31 | $205k | 1.7k | 117.82 |
| 2020-12-31 | $233k | 2.2k | 105.72 |
| 2020-09-30 | $204k | 2.2k | 92.56 |
| 2020-06-30 | $261k | 2.9k | 91.16 |
| 2020-03-31 | $229k | 2.9k | 79.99 |
| 2019-12-31 | $346k | 3.2k | 107.69 |