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SPDR S&P Dividend shares owned by Mission Wealth Management

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission 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 Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 66k 142.04
2024-06-30 $8.4M 66k 127.18
2024-03-31 $8.9M 68k 131.24
2023-12-31 $8.5M 68k 124.97
2023-09-30 $7.9M 68k 115.01
2023-06-30 $8.4M 68k 122.58
2023-03-31 $8.5M 69k 123.71
2022-12-31 $881k 7.0k 125.10
2022-09-30 $716k 6.4k 111.56
2022-06-30 $762k 6.4k 118.73
2022-03-31 $827k 6.5k 128.16
2021-12-31 $833k 6.5k 129.09
2021-09-30 $797k 6.8k 117.59
2021-06-30 $761k 6.2k 122.33
2021-03-31 $612k 5.2k 117.96
2020-12-31 $551k 5.2k 105.90
2020-09-30 $541k 5.9k 92.46
2020-06-30 $463k 5.1k 91.18
2020-03-31 $413k 5.2k 79.85
2019-12-31 $550k 5.1k 107.48
2019-09-30 $435k 4.2k 102.64
2019-06-30 $433k 4.3k 100.84
2019-03-31 $372k 3.7k 99.41
2018-12-31 $335k 3.7k 89.52
2018-09-30 $366k 3.7k 97.81
2018-06-30 $347k 3.7k 92.73
2018-03-31 $341k 3.7k 91.13
2017-12-31 $354k 3.7k 94.60
2017-09-30 $342k 3.7k 91.39
2017-06-30 $333k 3.7k 88.99
2017-03-31 $421k 4.8k 88.15
2016-12-31 $414k 4.8k 85.50
2016-09-30 $408k 4.8k 84.26
2016-06-30 $406k 4.8k 83.85
2016-03-31 $387k 4.8k 79.93
2015-12-31 $356k 4.8k 73.52
2015-09-30 $349k 4.8k 72.08
2015-06-30 $379k 4.8k 78.27