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
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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 |
|---|---|---|---|
| 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 |