SPDR S&P Dividend shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49k | 353 | 140.05 |
| 2025-06-30 | $48k | 353 | 135.73 |
| 2025-03-31 | $48k | 353 | 135.68 |
| 2024-12-31 | $47k | 353 | 132.10 |
| 2024-09-30 | $50k | 353 | 142.04 |
| 2024-06-30 | $45k | 353 | 127.18 |
| 2024-03-31 | $46k | 353 | 131.24 |
| 2023-12-31 | $44k | 353 | 124.97 |
| 2023-09-30 | $55k | 474 | 115.01 |
| 2023-06-30 | $58k | 475 | 122.48 |
| 2023-03-31 | $59k | 474 | 123.65 |
| 2022-12-31 | $59k | 473 | 125.13 |
| 2022-09-30 | $53k | 472 | 112.29 |
| 2022-06-30 | $56k | 471 | 118.90 |
| 2022-03-31 | $78k | 612 | 127.45 |
| 2021-12-31 | $79k | 611 | 129.30 |
More positions owned by Morling Financial Advisors
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