SPDR S&P Dividend shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.6M | 18k | 142.04 |
2024-03-31 | $2.9M | 22k | 130.51 |
2023-12-31 | $4.3M | 35k | 124.97 |
2023-09-30 | $4.5M | 39k | 115.01 |
2023-06-30 | $4.8M | 40k | 122.62 |
2023-03-31 | $5.2M | 42k | 123.71 |
2022-12-31 | $5.2M | 41k | 125.11 |
2022-09-30 | $1.6M | 14k | 111.54 |
2018-09-30 | $346k | 3.5k | 97.77 |
2018-06-30 | $328k | 3.5k | 92.84 |
2018-03-31 | $321k | 3.5k | 91.04 |
2017-12-31 | $332k | 3.5k | 94.34 |
2017-09-30 | $318k | 3.5k | 91.17 |
2017-06-30 | $310k | 3.5k | 89.00 |
2017-03-31 | $310k | 3.5k | 87.97 |
2016-12-31 | $301k | 3.5k | 85.56 |
2016-09-30 | $295k | 3.5k | 84.21 |
2016-06-30 | $294k | 3.5k | 84.10 |
2016-03-31 | $279k | 3.5k | 79.94 |
2015-12-31 | $257k | 3.5k | 73.74 |
2015-09-30 | $248k | 3.4k | 71.99 |
More positions owned by New England Private Wealth Advisors
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