SPDR S&P Dividend shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 11k | 142.04 |
| 2024-06-30 | $1.5M | 12k | 127.18 |
| 2024-03-31 | $1.6M | 12k | 131.24 |
| 2023-12-31 | $1.6M | 13k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.6M | 13k | 122.58 |
| 2023-03-31 | $1.6M | 13k | 123.71 |
| 2022-12-31 | $1.8M | 14k | 125.11 |
| 2022-09-30 | $1.8M | 16k | 111.51 |
| 2022-06-30 | $2.0M | 17k | 118.70 |
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