SPDR S&P Dividend shares owned by Klingman & Associates
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 205k | 142.04 |
| 2024-06-30 | $26M | 206k | 127.18 |
| 2024-03-31 | $28M | 211k | 131.24 |
| 2023-12-31 | $26M | 211k | 124.97 |
| 2023-09-30 | $24M | 212k | 115.01 |
| 2023-06-30 | $27M | 219k | 122.58 |
| 2023-03-31 | $27M | 219k | 123.71 |
| 2022-12-31 | $28M | 226k | 125.11 |
| 2022-09-30 | $25M | 223k | 111.50 |
| 2022-06-30 | $26M | 222k | 118.69 |
| 2022-03-31 | $29M | 223k | 128.11 |
| 2021-12-31 | $29M | 223k | 129.12 |
| 2021-09-30 | $26M | 224k | 117.55 |
| 2021-06-30 | $28M | 229k | 122.28 |
| 2021-03-31 | $27M | 227k | 118.03 |
| 2020-12-31 | $23M | 220k | 105.93 |
| 2020-09-30 | $20M | 215k | 92.40 |
| 2020-06-30 | $19M | 213k | 91.20 |
| 2020-03-31 | $18M | 220k | 79.86 |
| 2019-12-31 | $24M | 223k | 107.57 |
| 2019-09-30 | $23M | 224k | 102.60 |
| 2019-06-30 | $9.6M | 95k | 100.88 |
| 2019-03-31 | $23M | 228k | 99.41 |
| 2018-12-31 | $21M | 231k | 89.52 |
| 2018-09-30 | $23M | 233k | 97.93 |
| 2018-06-30 | $22M | 237k | 92.70 |
| 2018-03-31 | $22M | 239k | 91.20 |
| 2017-12-31 | $23M | 239k | 94.48 |
| 2017-09-30 | $22M | 246k | 91.33 |
| 2017-06-30 | $22M | 242k | 88.89 |
| 2017-03-31 | $21M | 240k | 88.14 |
| 2016-12-31 | $21M | 244k | 85.56 |
| 2016-09-30 | $21M | 252k | 84.36 |
| 2016-06-30 | $21M | 255k | 83.92 |
| 2016-03-31 | $21M | 260k | 79.93 |
| 2015-12-31 | $19M | 259k | 73.57 |
| 2015-09-30 | $19M | 259k | 72.16 |
| 2015-06-30 | $20M | 259k | 76.21 |
| 2015-03-31 | $20M | 260k | 78.20 |
| 2014-12-31 | $21M | 260k | 78.80 |