SPDR S&P Dividend shares owned by Heritage Financial Services
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $795k | 6.0k | 132.10 |
| 2024-09-30 | $854k | 6.0k | 142.04 |
| 2024-06-30 | $765k | 6.0k | 127.18 |
| 2024-03-31 | $789k | 6.0k | 131.24 |
| 2023-12-31 | $752k | 6.0k | 124.97 |
| 2023-09-30 | $756k | 6.6k | 115.01 |
| 2023-06-30 | $846k | 6.9k | 122.58 |
| 2023-03-31 | $866k | 7.0k | 123.71 |
| 2022-12-31 | $863k | 6.9k | 125.11 |
| 2022-09-30 | $769k | 6.9k | 111.45 |
| 2022-06-30 | $818k | 6.9k | 118.55 |
| 2022-03-31 | $883k | 6.9k | 127.97 |
| 2021-12-31 | $901k | 7.0k | 128.99 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services