SPDR S&P Dividend shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Ken Roberts Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Ken Roberts Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63k | 450 | 140.05 |
| 2025-06-30 | $61k | 449 | 135.73 |
| 2025-03-31 | $67k | 496 | 135.68 |
| 2024-12-31 | $867k | 6.6k | 132.10 |
| 2024-03-31 | $34k | 256 | 131.24 |
| 2023-12-31 | $1.0M | 8.2k | 124.97 |
| 2022-12-31 | $17M | 4.0k | 4325.47 |
| 2015-03-31 | $203k | 2.6k | 78.08 |
| 2014-12-31 | $347k | 4.4k | 78.86 |
More positions owned by Ken Roberts Investment Management
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