SPDR S&P Dividend shares owned by Marshall Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 1.9k | 140.08 |
| 2025-06-30 | $260k | 1.9k | 137.76 |
| 2025-03-31 | $256k | 1.9k | 135.65 |
| 2024-12-31 | $270k | 2.0k | 132.12 |
| 2024-09-30 | $290k | 2.0k | 142.02 |
| 2024-06-30 | $251k | 2.0k | 127.18 |
| 2023-12-31 | $266k | 2.1k | 124.97 |
| 2023-09-30 | $245k | 2.1k | 115.01 |
| 2023-06-30 | $261k | 2.1k | 122.58 |
| 2023-03-31 | $303k | 2.5k | 123.71 |
| 2022-12-31 | $236k | 1.9k | 125.11 |
| 2022-09-30 | $273k | 2.5k | 111.38 |
| 2022-06-30 | $291k | 2.5k | 118.73 |
| 2022-03-31 | $314k | 2.5k | 128.11 |
| 2021-12-31 | $316k | 2.5k | 128.93 |
| 2021-09-30 | $335k | 2.8k | 117.71 |
| 2021-06-30 | $348k | 2.8k | 122.28 |
| 2021-03-31 | $336k | 2.8k | 118.06 |