SPDR S&P Dividend shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.1M | 36k | 115.01 |
| 2023-06-30 | $4.6M | 37k | 122.58 |
| 2023-03-31 | $4.8M | 39k | 123.72 |
| 2022-12-31 | $2.6M | 21k | 125.10 |
| 2022-09-30 | $2.4M | 21k | 111.52 |
| 2022-06-30 | $3.6M | 30k | 118.68 |
| 2022-03-31 | $5.3M | 41k | 128.10 |
| 2021-12-31 | $4.7M | 36k | 129.11 |
| 2021-09-30 | $4.7M | 40k | 117.54 |
| 2021-06-30 | $5.0M | 41k | 122.27 |
| 2021-03-31 | $4.8M | 41k | 118.02 |
| 2020-12-31 | $4.2M | 39k | 105.92 |
| 2020-09-30 | $1.5M | 16k | 92.43 |
| 2020-06-30 | $1.9M | 21k | 91.21 |
| 2020-03-31 | $2.8M | 35k | 79.87 |
| 2019-12-31 | $8.3M | 77k | 107.57 |
| 2019-09-30 | $677k | 6.6k | 102.58 |
| 2019-06-30 | $379k | 7.2k | 52.36 |
| 2019-03-31 | $640k | 6.4k | 99.46 |
| 2018-12-31 | $291k | 3.2k | 89.57 |
More positions owned by Integrated Wealth Concepts
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