SPDR S&P Dividend shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $272k | 2.2k | 125.12 |
| 2023-09-30 | $249k | 2.2k | 114.91 |
| 2023-06-30 | $264k | 2.2k | 122.62 |
| 2023-03-31 | $265k | 2.1k | 123.89 |
| 2022-12-31 | $268k | 2.1k | 125.12 |
| 2022-09-30 | $238k | 2.1k | 111.48 |
| 2022-06-30 | $252k | 2.1k | 118.81 |
| 2022-03-31 | $270k | 2.1k | 128.08 |
| 2021-12-31 | $284k | 2.2k | 128.97 |
| 2021-09-30 | $257k | 2.2k | 117.62 |
| 2021-06-30 | $265k | 2.2k | 122.12 |
| 2021-03-31 | $256k | 2.2k | 118.24 |
| 2020-12-31 | $231k | 2.2k | 106.16 |
| 2019-12-31 | $226k | 2.1k | 107.36 |