SPDR S&P Dividend shares owned by Larson Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 27k | 140.05 |
| 2025-06-30 | $3.7M | 27k | 135.73 |
| 2025-03-31 | $3.6M | 27k | 135.68 |
| 2024-12-31 | $1.4M | 11k | 132.10 |
| 2024-09-30 | $1.5M | 10k | 142.04 |
| 2024-06-30 | $1.3M | 10k | 127.18 |
| 2024-03-31 | $131k | 1.0k | 131.30 |
| 2023-12-31 | $125k | 1.0k | 125.03 |
| 2023-09-30 | $181k | 1.6k | 115.05 |
| 2023-06-30 | $155k | 1.3k | 122.63 |
| 2023-03-31 | $157k | 1.3k | 123.76 |
| 2022-12-31 | $125k | 1.0k | 125.17 |
| 2022-09-30 | $112k | 1.0k | 111.89 |
| 2022-06-30 | $119k | 1.0k | 118.88 |
| 2022-03-31 | $128k | 1.0k | 127.87 |
| 2021-12-31 | $62k | 481 | 128.90 |
| 2021-09-30 | $57k | 481 | 118.50 |
| 2021-06-30 | $59k | 481 | 122.66 |
| 2021-03-31 | $51k | 481 | 106.03 |
| 2020-12-31 | $51k | 481 | 106.03 |
| 2020-09-30 | $44k | 481 | 91.48 |
| 2020-06-30 | $44k | 481 | 91.48 |
| 2020-03-31 | $38k | 481 | 79.00 |
| 2019-12-31 | $52k | 481 | 108.11 |
| 2019-09-30 | $34k | 329 | 103.34 |
| 2019-06-30 | $20k | 200 | 100.00 |