SPDR S&P Dividend shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 4.3k | 140.05 |
| 2025-06-30 | $615k | 4.5k | 135.73 |
| 2025-03-31 | $640k | 4.7k | 135.68 |
| 2024-12-31 | $640k | 4.8k | 132.10 |
| 2024-09-30 | $874k | 6.2k | 142.04 |
| 2024-06-30 | $786k | 6.2k | 127.18 |
| 2024-03-31 | $872k | 6.6k | 131.24 |
| 2023-12-31 | $843k | 6.7k | 124.97 |
| 2023-09-30 | $820k | 7.1k | 115.02 |
| 2023-06-30 | $934k | 7.6k | 122.58 |
| 2023-03-31 | $970k | 7.8k | 123.71 |
| 2022-12-31 | $1.1M | 8.6k | 125.12 |
| 2022-09-30 | $1.1M | 9.9k | 111.54 |
| 2022-06-30 | $1.7M | 14k | 118.68 |
| 2022-03-31 | $1.7M | 13k | 128.10 |
| 2021-12-31 | $1.7M | 13k | 129.11 |
| 2021-09-30 | $1.7M | 15k | 117.57 |
| 2021-06-30 | $1.8M | 15k | 122.26 |
| 2021-03-31 | $1.9M | 16k | 118.00 |
| 2020-12-31 | $2.0M | 19k | 105.93 |
| 2020-09-30 | $1.8M | 20k | 92.37 |
| 2020-06-30 | $2.0M | 21k | 91.22 |
| 2020-03-31 | $2.2M | 28k | 79.84 |
| 2019-12-31 | $4.2M | 39k | 107.56 |
| 2019-09-30 | $4.6M | 45k | 102.59 |
| 2019-06-30 | $4.9M | 48k | 102.91 |
| 2019-03-31 | $5.6M | 57k | 99.41 |
| 2018-12-31 | $6.1M | 68k | 89.52 |
More positions owned by Market Street Wealth Management Advisors
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