SPDR S&P Dividend shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $3.4M | 37k | 91.20 |
| 2017-12-31 | $3.7M | 39k | 94.48 |
| 2017-09-30 | $3.5M | 38k | 91.32 |
| 2017-06-30 | $3.3M | 38k | 88.88 |
| 2017-03-31 | $2.3M | 26k | 88.11 |
| 2016-12-31 | $3.3M | 38k | 85.55 |
| 2016-09-30 | $3.1M | 37k | 84.34 |
| 2016-06-30 | $1.7M | 20k | 83.90 |
| 2016-03-31 | $1.6M | 20k | 79.92 |
| 2015-12-31 | $1.4M | 19k | 73.52 |