SPDR S&P Dividend shares owned by LJI Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 2.8k | 140.04 |
| 2025-06-30 | $469k | 3.5k | 135.71 |
| 2025-03-31 | $477k | 3.5k | 135.69 |
| 2024-12-31 | $464k | 3.5k | 132.10 |
| 2024-09-30 | $498k | 3.5k | 142.04 |
| 2024-06-30 | $446k | 3.5k | 127.19 |
| 2023-09-30 | $407k | 3.5k | 114.99 |
| 2023-06-30 | $433k | 113k | 3.83 |
| 2023-03-31 | $431k | 3.5k | 123.71 |
| 2022-12-31 | $435k | 3.5k | 125.13 |