SPDR S&P Dividend shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $34k | 235 | 145.94 |
| 2023-03-31 | $71k | 570 | 124.56 |
| 2022-12-31 | $72k | 570 | 126.32 |
| 2022-09-30 | $66k | 575 | 114.78 |
| 2022-06-30 | $68k | 575 | 118.26 |
| 2022-03-31 | $74k | 575 | 128.70 |
| 2021-12-31 | $74k | 575 | 128.70 |
| 2021-09-30 | $68k | 575 | 118.26 |
| 2021-06-30 | $70k | 575 | 121.74 |
| 2021-03-31 | $68k | 575 | 118.26 |
| 2020-12-31 | $61k | 575 | 106.09 |
| 2020-09-30 | $53k | 575 | 92.17 |
| 2020-06-30 | $52k | 575 | 90.43 |
| 2020-03-31 | $46k | 575 | 80.00 |
| 2019-12-31 | $62k | 575 | 107.83 |
| 2019-09-30 | $59k | 575 | 102.61 |
| 2019-06-30 | $58k | 575 | 100.87 |
| 2019-03-31 | $57k | 575 | 99.13 |
| 2018-12-31 | $51k | 575 | 88.70 |