SPDR S&P Dividend shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $793k | 5.7k | 140.06 |
| 2025-06-30 | $752k | 5.5k | 135.74 |
| 2025-03-31 | $887k | 6.5k | 135.68 |
| 2024-12-31 | $869k | 6.6k | 132.09 |
| 2024-09-30 | $820k | 5.8k | 142.05 |
| 2024-06-30 | $699k | 5.5k | 127.17 |
| 2024-03-31 | $739k | 5.6k | 131.25 |
| 2023-12-31 | $652k | 5.2k | 124.98 |
| 2023-09-30 | $598k | 5.2k | 115.01 |
| 2023-06-30 | $636k | 5.2k | 122.58 |
| 2023-03-31 | $650k | 5.3k | 123.71 |
| 2022-12-31 | $392k | 3.1k | 125.10 |