SPDR S&P Dividend shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 475 | 140.05 |
| 2025-06-30 | $65k | 475 | 135.73 |
| 2025-03-31 | $64k | 475 | 135.68 |
| 2024-12-31 | $63k | 475 | 132.10 |
| 2024-09-30 | $68k | 475 | 142.04 |
| 2024-06-30 | $60k | 475 | 127.18 |
| 2024-03-31 | $62k | 475 | 131.24 |
| 2023-12-31 | $59k | 475 | 124.97 |
| 2023-09-30 | $55k | 475 | 115.01 |
| 2023-06-30 | $58k | 475 | 122.58 |
| 2023-03-31 | $59k | 475 | 123.71 |
| 2022-12-31 | $59k | 475 | 125.11 |
| 2022-09-30 | $53k | 475 | 111.58 |
| 2022-06-30 | $56k | 475 | 117.89 |
| 2022-03-31 | $61k | 475 | 128.42 |
| 2021-12-31 | $61k | 475 | 128.42 |
| 2021-09-30 | $56k | 475 | 117.89 |
| 2021-06-30 | $58k | 475 | 122.11 |
| 2021-03-31 | $56k | 475 | 117.89 |
| 2020-12-31 | $50k | 475 | 105.26 |
| 2020-09-30 | $44k | 475 | 92.63 |
| 2020-06-30 | $43k | 475 | 90.53 |
| 2020-03-31 | $56k | 700 | 80.00 |
| 2019-12-31 | $75k | 700 | 107.14 |
| 2019-09-30 | $72k | 700 | 102.86 |
| 2019-06-30 | $71k | 700 | 101.43 |
| 2019-03-31 | $70k | 700 | 100.00 |
| 2018-12-31 | $54k | 600 | 90.00 |
| 2018-09-30 | $59k | 600 | 98.33 |
| 2018-06-30 | $56k | 600 | 93.33 |
| 2018-03-31 | $55k | 600 | 91.67 |
| 2017-12-31 | $57k | 600 | 95.00 |
| 2017-09-30 | $55k | 600 | 91.67 |
| 2017-06-30 | $53k | 600 | 88.33 |
| 2017-03-31 | $53k | 601 | 88.19 |
| 2016-12-31 | $51k | 600 | 85.00 |
| 2016-09-30 | $51k | 600 | 85.00 |
| 2016-06-30 | $50k | 600 | 83.33 |
| 2016-03-31 | $48k | 600 | 80.00 |
| 2015-12-31 | $44k | 600 | 73.33 |
| 2015-09-30 | $11k | 150 | 73.33 |
More positions owned by Mark Sheptoff Financial Planning
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