SPDR S&P Dividend shares owned by LM Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 2.0k | 140.00 |
| 2025-06-30 | $272k | 2.0k | 136.00 |
| 2025-03-31 | $272k | 2.0k | 136.00 |
| 2024-12-31 | $264k | 2.0k | 132.00 |
| 2024-09-30 | $284k | 2.0k | 142.00 |
| 2024-03-31 | $262k | 2.0k | 131.00 |
| 2023-12-31 | $250k | 2.0k | 124.97 |