SPDR S&P Dividend shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $810k | 6.6k | 122.58 |
| 2023-03-31 | $854k | 6.9k | 123.71 |
| 2022-12-31 | $884k | 7.1k | 125.11 |
| 2022-09-30 | $841k | 7.5k | 111.52 |
| 2022-06-30 | $829k | 7.0k | 118.73 |
| 2022-03-31 | $851k | 6.6k | 128.16 |
| 2021-12-31 | $806k | 6.2k | 129.04 |
| 2021-09-30 | $674k | 5.7k | 117.54 |
| 2021-06-30 | $913k | 7.5k | 122.27 |
| 2021-03-31 | $881k | 7.5k | 118.06 |
| 2020-12-31 | $808k | 7.6k | 105.87 |
| 2020-09-30 | $650k | 7.0k | 92.34 |
| 2020-06-30 | $1.6M | 16k | 100.88 |
| 2020-03-31 | $1.7M | 17k | 99.42 |
| 2019-12-31 | $308k | 2.8k | 108.22 |
| 2019-09-30 | $785k | 7.7k | 102.56 |
| 2019-06-30 | $1.6M | 16k | 100.88 |
| 2019-03-31 | $1.7M | 17k | 99.42 |
| 2018-12-31 | $1.6M | 18k | 89.52 |
| 2018-09-30 | $1.7M | 18k | 97.91 |
| 2018-06-30 | $1.7M | 19k | 92.70 |
| 2018-03-31 | $1.8M | 19k | 91.22 |
| 2017-12-31 | $2.1M | 23k | 94.48 |
| 2017-09-30 | $2.1M | 23k | 91.34 |
| 2017-06-30 | $2.2M | 25k | 88.91 |
| 2017-03-31 | $2.3M | 26k | 88.14 |
| 2016-12-31 | $2.3M | 27k | 85.58 |
| 2016-09-30 | $2.3M | 28k | 84.36 |
| 2016-06-30 | $2.5M | 29k | 83.93 |
| 2016-03-31 | $2.3M | 29k | 79.93 |
| 2015-12-31 | $2.1M | 28k | 73.58 |
More positions owned by Intercontinental Wealth Advisors
View all positions for Intercontinental Wealth Advisors