SPDR S&P Dividend shares owned by Investment Advisory Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 4.5k | 140.07 |
| 2025-06-30 | $605k | 4.5k | 135.75 |
| 2025-03-31 | $626k | 4.6k | 135.69 |
| 2024-12-31 | $610k | 4.6k | 132.09 |
| 2024-09-30 | $662k | 4.7k | 142.05 |
| 2024-06-30 | $605k | 4.8k | 127.19 |
| 2024-03-31 | $624k | 4.8k | 131.25 |
| 2023-12-31 | $601k | 4.8k | 124.96 |
| 2023-09-30 | $572k | 5.0k | 115.02 |
| 2023-06-30 | $591k | 4.8k | 122.57 |
| 2023-03-31 | $597k | 4.8k | 123.70 |
| 2022-12-31 | $604k | 4.8k | 125.10 |
| 2022-09-30 | $470k | 4.2k | 111.48 |
| 2022-06-30 | $500k | 4.2k | 118.60 |
| 2022-03-31 | $540k | 4.2k | 128.08 |
| 2021-12-31 | $527k | 4.2k | 125.00 |