SPDR S&P Dividend shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth 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 Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 14k | 140.05 |
| 2025-06-30 | $1.9M | 14k | 135.73 |
| 2025-03-31 | $2.0M | 15k | 135.68 |
| 2024-12-31 | $1.9M | 14k | 132.10 |
| 2024-09-30 | $2.0M | 14k | 142.04 |
| 2024-06-30 | $1.9M | 15k | 127.18 |
| 2024-03-31 | $2.0M | 15k | 131.24 |
| 2023-12-31 | $1.9M | 15k | 124.97 |
| 2023-09-30 | $1.7M | 15k | 115.01 |
| 2023-06-30 | $1.8M | 15k | 122.58 |
| 2023-03-31 | $1.8M | 15k | 123.71 |
| 2022-12-31 | $2.7M | 22k | 125.11 |
| 2022-09-30 | $2.4M | 22k | 111.52 |
| 2022-06-30 | $2.6M | 22k | 118.67 |
| 2022-03-31 | $2.6M | 20k | 128.13 |
| 2021-12-31 | $2.6M | 20k | 129.13 |