SPDR S&P Dividend shares owned by HPM Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 70k | 142.04 |
| 2024-06-30 | $7.3M | 58k | 127.18 |
| 2024-03-31 | $8.0M | 61k | 131.24 |
| 2023-12-31 | $10M | 81k | 124.96 |
| 2023-09-30 | $18M | 153k | 115.01 |
| 2023-06-30 | $16M | 132k | 122.58 |
| 2023-03-31 | $15M | 125k | 123.69 |
| 2022-12-31 | $15M | 118k | 125.11 |
| 2022-09-30 | $1.5M | 14k | 111.51 |
| 2022-06-30 | $774k | 6.5k | 118.82 |
| 2022-03-31 | $615k | 6.4k | 95.91 |
| 2021-12-31 | $591k | 4.6k | 129.04 |
| 2021-09-30 | $308k | 2.6k | 117.42 |
| 2021-06-30 | $270k | 2.2k | 122.17 |
| 2021-03-31 | $215k | 1.8k | 118.07 |
| 2020-06-30 | $217k | 2.4k | 91.41 |
| 2020-03-31 | $241k | 3.0k | 80.07 |
| 2019-12-31 | $324k | 3.0k | 107.50 |
| 2019-09-30 | $513k | 5.0k | 102.64 |
| 2019-06-30 | $366k | 3.6k | 100.88 |
| 2019-03-31 | $311k | 3.1k | 99.52 |
| 2018-12-31 | $304k | 3.4k | 89.52 |
| 2018-09-30 | $509k | 5.2k | 97.94 |
| 2018-06-30 | $498k | 5.4k | 92.65 |
| 2018-03-31 | $489k | 5.4k | 91.18 |
| 2017-12-31 | $490k | 5.2k | 94.47 |
| 2017-09-30 | $383k | 4.2k | 91.34 |
| 2017-06-30 | $362k | 4.1k | 88.83 |
| 2017-03-31 | $345k | 3.9k | 88.12 |