SPDR S&P Dividend shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.0k | 140.06 |
| 2025-06-30 | $443k | 3.3k | 135.73 |
| 2025-03-31 | $432k | 3.2k | 135.68 |
| 2024-12-31 | $434k | 3.3k | 132.10 |
| 2024-09-30 | $467k | 3.3k | 142.04 |
| 2024-06-30 | $418k | 3.3k | 127.18 |
| 2024-03-31 | $488k | 3.7k | 131.24 |
| 2023-12-31 | $465k | 3.7k | 124.97 |
| 2023-09-30 | $428k | 3.7k | 115.01 |
| 2023-06-30 | $456k | 3.7k | 122.58 |
| 2023-03-31 | $475k | 3.8k | 123.71 |
| 2022-12-31 | $480k | 3.8k | 125.11 |