Neumann Capital Management »

SPDR S&P Dividend shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital 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 Neumann Capital 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 73k 131.24
2023-12-31 $8.9M 72k 124.97
2023-09-30 $8.3M 72k 115.01
2023-06-30 $9.0M 73k 122.58
2023-03-31 $8.7M 70k 123.71
2022-12-31 $8.8M 70k 125.11
2022-09-30 $7.7M 69k 111.50
2022-06-30 $7.9M 66k 118.69
2022-03-31 $8.2M 64k 128.11
2021-12-31 $8.1M 63k 129.12
2021-09-30 $7.4M 63k 117.56
2021-06-30 $7.8M 64k 122.27
2021-03-31 $7.6M 64k 118.02
2020-12-31 $6.8M 64k 105.93
2020-09-30 $5.8M 63k 92.40
2020-06-30 $5.8M 64k 91.20
2020-03-31 $4.9M 62k 79.86
2019-12-31 $6.3M 59k 107.57
2019-09-30 $6.0M 59k 102.60
2019-06-30 $5.9M 59k 100.88
2019-03-31 $5.7M 58k 99.42
2018-12-31 $5.2M 58k 89.52
2018-09-30 $5.7M 59k 97.93
2018-06-30 $5.4M 59k 92.70
2018-03-31 $5.3M 58k 91.21
2017-12-31 $5.5M 58k 94.49
2017-09-30 $5.7M 62k 91.34
2017-06-30 $5.6M 63k 88.89
2017-03-31 $5.8M 66k 88.14
2016-12-31 $5.6M 66k 85.56
2016-09-30 $5.7M 68k 84.37
2016-06-30 $5.7M 69k 83.91
2016-03-31 $5.4M 68k 79.93
2015-12-31 $4.8M 65k 73.56
2015-09-30 $4.9M 68k 72.16
2015-06-30 $5.1M 66k 76.21
2015-03-31 $5.4M 69k 78.20
2014-12-31 $5.3M 68k 78.81

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings

View all funds holding SPDR S&P Dividend