SPDR S&P Dividend shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $517k | 4.1k | 127.18 |
| 2024-03-31 | $533k | 4.1k | 131.24 |
| 2023-09-30 | $458k | 4.0k | 115.01 |
| 2023-06-30 | $503k | 4.0k | 126.39 |
| 2023-03-31 | $507k | 4.1k | 124.13 |
| 2022-12-31 | $540k | 4.1k | 132.18 |
More positions owned by Kapstone Financial Advisors
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