SPDR S&P Dividend shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 34k | 140.05 |
| 2025-06-30 | $4.0M | 30k | 135.73 |
| 2025-03-31 | $3.8M | 28k | 135.64 |
| 2024-12-31 | $5.2M | 40k | 132.10 |
| 2024-09-30 | $4.4M | 31k | 141.98 |
| 2024-06-30 | $2.7M | 22k | 127.18 |
| 2024-03-31 | $2.7M | 20k | 131.24 |
| 2023-12-31 | $2.4M | 20k | 124.97 |
| 2023-09-30 | $1.8M | 16k | 115.01 |
| 2023-06-30 | $490k | 4.0k | 122.58 |