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SPDR S&P Dividend shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 176k 140.05
2025-06-30 $23M 171k 135.73
2025-03-31 $24M 173k 135.68
2024-12-31 $23M 177k 132.10
2024-09-30 $25M 178k 142.04
2024-06-30 $23M 179k 127.18
2024-03-31 $23M 176k 131.24
2023-12-31 $20M 160k 124.97
2023-09-30 $19M 162k 115.01
2023-06-30 $20M 160k 122.58
2023-03-31 $20M 159k 123.71
2022-12-31 $20M 160k 125.11
2022-09-30 $18M 158k 111.50
2022-06-30 $19M 156k 118.69
2022-03-31 $20M 158k 128.11
2021-12-31 $20M 157k 129.12
2021-09-30 $18M 156k 117.55
2021-06-30 $19M 157k 122.28
2021-03-31 $18M 156k 118.03
2020-12-31 $17M 156k 105.93
2020-09-30 $15M 159k 92.40
2020-06-30 $16M 170k 91.20
2020-03-31 $14M 171k 79.86
2019-12-31 $19M 179k 107.57
2019-09-30 $19M 183k 102.60
2019-06-30 $18M 182k 100.88
2019-03-31 $18M 183k 99.41
2018-12-31 $16M 180k 89.52
2018-09-30 $18M 181k 97.93
2018-06-30 $17M 181k 92.70
2018-03-31 $17M 185k 91.20
2017-12-31 $18M 194k 94.48
2017-09-30 $17M 191k 91.33
2017-06-30 $17M 190k 88.89
2017-03-31 $17M 193k 88.14
2016-12-31 $16M 188k 85.56
2016-09-30 $23M 267k 84.36
2016-06-30 $22M 265k 83.92
2016-03-31 $21M 258k 79.93
2015-12-31 $18M 250k 73.56

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

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