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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in SPDR S&P Dividend by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
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