SPDR S&P Dividend shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 1.2k | 140.05 |
| 2025-06-30 | $165k | 1.2k | 135.73 |
| 2025-03-31 | $165k | 1.2k | 135.68 |
| 2024-12-31 | $200k | 1.5k | 132.10 |
| 2024-09-30 | $215k | 1.5k | 142.04 |
| 2024-06-30 | $201k | 1.6k | 127.18 |
| 2024-03-31 | $227k | 1.7k | 131.24 |
| 2023-12-31 | $447k | 3.6k | 124.97 |
| 2023-09-30 | $592k | 5.1k | 115.01 |
| 2023-06-30 | $651k | 5.3k | 122.58 |
| 2023-03-31 | $657k | 5.3k | 123.71 |
| 2022-12-31 | $665k | 5.3k | 125.11 |
| 2022-09-30 | $616k | 5.5k | 111.45 |
| 2022-06-30 | $726k | 6.1k | 118.69 |
| 2022-03-31 | $1.2M | 9.2k | 128.07 |
| 2021-12-31 | $1.2M | 9.3k | 129.14 |
More positions owned by Oak Harbor Wealth Partners
View all positions for Oak Harbor Wealth Partners