SPDR S&P Dividend shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 6.0k | 140.05 |
| 2025-06-30 | $831k | 6.1k | 135.73 |
| 2025-03-31 | $833k | 6.1k | 135.68 |
| 2024-12-31 | $815k | 6.2k | 132.09 |
| 2024-09-30 | $1.0M | 7.2k | 142.05 |
| 2024-06-30 | $923k | 7.3k | 127.19 |
| 2024-03-31 | $952k | 7.3k | 131.24 |
| 2023-12-31 | $944k | 7.6k | 124.97 |
| 2023-09-30 | $936k | 8.1k | 115.01 |
| 2023-06-30 | $997k | 8.1k | 122.58 |
| 2023-03-31 | $1.0M | 8.2k | 123.71 |
| 2022-12-31 | $884k | 7.1k | 125.11 |
| 2022-09-30 | $903k | 8.1k | 111.55 |
| 2022-06-30 | $967k | 8.1k | 118.69 |
| 2022-03-31 | $1.1M | 8.2k | 128.15 |
| 2021-12-31 | $1.1M | 8.2k | 129.12 |
| 2021-09-30 | $1.1M | 9.0k | 117.50 |
| 2021-06-30 | $40k | 325 | 123.08 |
| 2021-03-31 | $35k | 300 | 116.67 |
| 2020-12-31 | $32k | 300 | 106.67 |
| 2020-09-30 | $28k | 300 | 93.33 |
| 2020-06-30 | $27k | 300 | 90.00 |
| 2020-03-31 | $24k | 300 | 80.00 |