SPDR S&P Dividend shares owned by Legacy Trust
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 2.9k | 140.05 |
| 2025-03-31 | $397k | 2.9k | 135.68 |
| 2024-12-31 | $387k | 2.9k | 132.10 |
| 2024-09-30 | $416k | 2.9k | 142.04 |
| 2024-06-30 | $372k | 2.9k | 127.18 |
| 2024-03-31 | $384k | 2.9k | 131.24 |
| 2023-12-31 | $366k | 2.9k | 124.97 |
| 2023-09-30 | $337k | 2.9k | 115.01 |
| 2023-06-30 | $359k | 2.9k | 122.58 |
| 2023-03-31 | $362k | 2.9k | 123.71 |
| 2022-12-31 | $366k | 2.9k | 125.11 |