SPDR S&P Dividend shares owned by LifeSteps Financial
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 29k | 142.04 |
| 2024-06-30 | $3.6M | 29k | 127.18 |
| 2024-03-31 | $4.4M | 34k | 131.24 |
| 2023-12-31 | $4.2M | 34k | 124.97 |
| 2023-09-30 | $3.9M | 34k | 115.01 |
| 2023-06-30 | $4.2M | 34k | 122.58 |
| 2023-03-31 | $4.4M | 36k | 123.71 |
| 2022-12-31 | $4.6M | 37k | 125.11 |
| 2022-09-30 | $3.6M | 32k | 111.51 |
| 2022-06-30 | $3.8M | 32k | 118.69 |
| 2022-03-31 | $4.1M | 32k | 128.10 |
| 2021-12-31 | $4.3M | 33k | 129.11 |
| 2021-09-30 | $4.0M | 34k | 117.55 |
| 2021-06-30 | $4.3M | 35k | 122.28 |
| 2021-03-31 | $4.0M | 34k | 118.04 |
| 2020-12-31 | $4.0M | 37k | 105.94 |
| 2020-09-30 | $3.6M | 39k | 92.40 |
| 2020-06-30 | $3.7M | 41k | 91.21 |
| 2020-03-31 | $3.6M | 45k | 79.86 |
| 2019-12-31 | $5.0M | 47k | 107.56 |