SPDR S&P Dividend shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $910k | 6.9k | 131.24 |
| 2023-12-31 | $863k | 6.9k | 124.97 |
| 2023-09-30 | $938k | 8.2k | 115.01 |
| 2023-06-30 | $1.0M | 8.3k | 122.58 |
| 2023-03-31 | $1.1M | 8.6k | 123.71 |
| 2022-12-31 | $1.1M | 8.6k | 125.11 |
| 2022-09-30 | $1.0M | 9.0k | 111.49 |
| 2022-06-30 | $1.1M | 9.4k | 118.70 |
| 2022-03-31 | $1.2M | 9.3k | 124.06 |
| 2021-12-31 | $1.2M | 9.7k | 126.25 |
| 2021-09-30 | $1.2M | 9.7k | 119.50 |
| 2021-06-30 | $1.5M | 12k | 123.19 |
| 2021-03-31 | $1.4M | 12k | 119.14 |
| 2020-12-31 | $1.3M | 12k | 108.76 |
| 2020-09-30 | $1.2M | 12k | 97.69 |
| 2020-06-30 | $1.2M | 13k | 88.27 |
| 2020-03-31 | $1.0M | 13k | 77.79 |
| 2019-12-31 | $1.4M | 13k | 106.72 |
| 2019-09-30 | $1.4M | 14k | 102.59 |
| 2019-06-30 | $1.4M | 14k | 102.21 |
| 2019-03-31 | $1.4M | 14k | 99.40 |
| 2018-12-31 | $1.3M | 14k | 92.50 |
| 2018-09-30 | $1.8M | 19k | 97.95 |
| 2018-06-30 | $1.3M | 14k | 92.73 |
| 2018-03-31 | $1.8M | 19k | 91.21 |
| 2017-12-31 | $1.8M | 20k | 91.33 |
| 2017-09-30 | $1.8M | 20k | 91.33 |
| 2017-06-30 | $1.8M | 21k | 88.91 |
| 2017-03-31 | $2.4M | 27k | 88.13 |
| 2016-12-31 | $2.7M | 31k | 85.55 |
| 2016-09-30 | $4.3M | 51k | 84.36 |
| 2016-06-30 | $13M | 152k | 83.92 |
| 2016-03-31 | $13M | 159k | 79.93 |
| 2015-12-31 | $16M | 215k | 73.57 |