SPDR S&P Dividend shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 2.5k | 140.05 |
| 2025-06-30 | $360k | 2.7k | 135.71 |
| 2025-03-31 | $546k | 4.0k | 135.67 |
| 2024-12-31 | $251k | 1.9k | 132.10 |
| 2024-09-30 | $269k | 1.9k | 142.04 |
| 2024-06-30 | $241k | 1.9k | 127.18 |
| 2024-03-31 | $249k | 1.9k | 131.24 |
| 2023-12-31 | $237k | 1.9k | 124.97 |
| 2023-09-30 | $218k | 1.9k | 115.01 |
| 2023-06-30 | $232k | 1.9k | 122.58 |
| 2023-03-31 | $235k | 1.9k | 123.71 |
| 2022-12-31 | $237k | 1.9k | 125.11 |
More positions owned by LLBH Private Wealth Management
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