SPDR S&P Dividend shares owned by Merit Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 49k | 140.05 |
| 2025-06-30 | $7.1M | 53k | 135.73 |
| 2025-03-31 | $6.9M | 51k | 135.68 |
| 2024-12-31 | $2.5M | 19k | 132.10 |
| 2024-09-30 | $2.3M | 16k | 142.04 |
| 2024-03-31 | $2.4M | 19k | 128.60 |
| 2023-12-31 | $2.1M | 17k | 124.97 |
| 2023-09-30 | $1.8M | 15k | 115.01 |
| 2023-06-30 | $1.9M | 15k | 122.58 |
| 2023-03-31 | $2.0M | 16k | 123.71 |
| 2022-12-31 | $2.2M | 18k | 125.11 |
| 2022-09-30 | $481k | 4.3k | 111.50 |
| 2022-06-30 | $3.9M | 33k | 118.70 |
| 2022-03-31 | $474k | 3.7k | 128.25 |
| 2021-12-31 | $499k | 3.9k | 129.04 |
| 2021-09-30 | $472k | 4.0k | 117.68 |
| 2021-06-30 | $668k | 5.5k | 122.25 |
| 2021-03-31 | $487k | 4.1k | 117.95 |
| 2020-12-31 | $510k | 4.8k | 105.94 |
| 2020-09-30 | $500k | 5.4k | 92.35 |
| 2020-06-30 | $493k | 5.4k | 91.13 |
| 2020-03-31 | $669k | 8.4k | 79.87 |
| 2019-12-31 | $524k | 4.9k | 107.60 |