SPDR S&P Dividend shares owned by MGB Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97k | 693 | 139.78 |
| 2025-06-30 | $94k | 693 | 135.56 |
| 2025-03-31 | $60k | 445 | 135.68 |
| 2024-12-31 | $59k | 445 | 132.10 |
| 2024-09-30 | $63k | 445 | 142.04 |
| 2024-06-30 | $58k | 445 | 130.31 |
| 2024-03-31 | $58k | 445 | 131.24 |
| 2023-12-31 | $56k | 445 | 124.97 |