SPDR S&P Dividend shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 4.2k | 140.06 |
| 2025-06-30 | $568k | 4.2k | 135.73 |
| 2025-03-31 | $567k | 4.2k | 135.68 |
| 2024-12-31 | $550k | 4.2k | 132.11 |
| 2024-09-30 | $592k | 4.2k | 142.05 |
| 2024-06-30 | $572k | 4.5k | 127.19 |
| 2024-03-31 | $602k | 4.6k | 131.24 |
| 2023-12-31 | $570k | 4.6k | 124.97 |
| 2023-09-30 | $551k | 4.8k | 115.01 |
| 2023-06-30 | $565k | 4.6k | 122.59 |
| 2023-03-31 | $566k | 4.6k | 123.72 |
| 2022-12-31 | $568k | 4.5k | 125.11 |
| 2022-09-30 | $503k | 4.5k | 111.51 |
| 2022-06-30 | $532k | 4.5k | 118.72 |
| 2022-03-31 | $570k | 4.5k | 128.00 |
| 2021-12-31 | $575k | 4.5k | 129.13 |
| 2021-09-30 | $523k | 4.5k | 117.48 |
| 2021-06-30 | $544k | 4.5k | 122.19 |
| 2021-03-31 | $525k | 4.5k | 117.95 |
| 2020-12-31 | $490k | 4.6k | 105.97 |
| 2020-09-30 | $427k | 4.6k | 92.36 |
| 2020-06-30 | $422k | 4.6k | 91.28 |
| 2020-03-31 | $384k | 4.8k | 79.77 |
| 2019-12-31 | $536k | 5.0k | 107.61 |
| 2019-09-30 | $510k | 5.0k | 102.39 |
| 2019-06-30 | $504k | 5.0k | 100.92 |
| 2019-03-31 | $535k | 5.4k | 99.42 |
| 2018-12-31 | $528k | 5.9k | 89.49 |
| 2018-09-30 | $581k | 5.9k | 97.91 |
| 2018-03-31 | $688k | 7.5k | 91.26 |
| 2017-12-31 | $875k | 9.3k | 94.52 |
More positions owned by Holistic Financial Partners
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