SPDR S&P Dividend shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $108k | 815 | 132.10 |
| 2024-09-30 | $116k | 815 | 142.04 |
| 2024-06-30 | $104k | 815 | 127.18 |
| 2024-03-31 | $107k | 815 | 131.24 |
| 2023-12-31 | $112k | 896 | 124.97 |
| 2023-09-30 | $103k | 896 | 115.01 |
| 2023-06-30 | $110k | 896 | 122.58 |
| 2023-03-31 | $101k | 815 | 123.71 |
| 2022-12-31 | $102k | 815 | 125.11 |
| 2022-09-30 | $91k | 815 | 111.66 |
| 2022-06-30 | $108k | 914 | 118.16 |
| 2022-03-31 | $117k | 914 | 128.01 |
| 2021-12-31 | $118k | 914 | 129.10 |
| 2021-09-30 | $108k | 914 | 118.16 |
| 2021-06-30 | $112k | 914 | 122.54 |
| 2021-03-31 | $108k | 914 | 118.16 |
| 2020-12-31 | $97k | 914 | 106.13 |
| 2020-09-30 | $97k | 1.0k | 92.47 |
| 2020-06-30 | $95k | 1.0k | 91.70 |
| 2020-03-31 | $83k | 1.0k | 80.12 |
| 2019-12-31 | $112k | 1.0k | 108.11 |