SPDR S&P Dividend shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 10k | 142.05 |
| 2024-06-30 | $1.4M | 11k | 127.18 |
| 2024-03-31 | $1.5M | 12k | 131.23 |
| 2023-12-31 | $1.5M | 12k | 124.97 |
| 2023-09-30 | $1.5M | 13k | 115.01 |
| 2023-06-30 | $1.6M | 13k | 122.58 |
| 2023-03-31 | $1.6M | 13k | 123.71 |
| 2022-12-31 | $1.7M | 14k | 125.11 |
| 2022-09-30 | $1.5M | 14k | 111.52 |
| 2022-06-30 | $1.6M | 14k | 118.69 |
| 2022-03-31 | $1.8M | 14k | 128.10 |
| 2021-12-31 | $1.8M | 14k | 129.07 |
| 2021-09-30 | $1.6M | 14k | 117.49 |
| 2021-06-30 | $1.7M | 14k | 122.25 |
| 2021-03-31 | $1.6M | 13k | 117.99 |
| 2020-12-31 | $1.4M | 14k | 104.49 |
| 2020-09-30 | $1.3M | 14k | 92.38 |
| 2020-06-30 | $1.4M | 15k | 91.19 |
| 2020-03-31 | $1.3M | 17k | 79.85 |
| 2019-12-31 | $1.9M | 17k | 107.57 |
| 2019-09-30 | $1.8M | 18k | 102.59 |
| 2019-06-30 | $1.9M | 19k | 100.88 |
| 2019-03-31 | $1.9M | 19k | 99.43 |
| 2018-12-31 | $1.7M | 19k | 89.49 |
| 2018-09-30 | $1.9M | 20k | 98.58 |
| 2018-03-31 | $2.0M | 22k | 91.19 |
| 2017-12-31 | $2.3M | 24k | 94.47 |
| 2017-09-30 | $2.3M | 25k | 91.34 |
| 2017-06-30 | $2.2M | 25k | 89.06 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners