SPDR S&P Dividend shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 2.0k | 142.04 |
| 2024-06-30 | $257k | 2.0k | 127.18 |
| 2024-03-31 | $266k | 2.0k | 131.24 |
| 2023-12-31 | $257k | 2.1k | 124.97 |
| 2023-09-30 | $240k | 2.1k | 115.01 |
| 2023-06-30 | $256k | 2.1k | 122.58 |
| 2023-03-31 | $258k | 2.1k | 123.71 |
| 2022-12-31 | $261k | 2.1k | 125.11 |
| 2022-09-30 | $257k | 2.3k | 111.59 |
| 2022-06-30 | $273k | 2.3k | 118.54 |
| 2022-03-31 | $295k | 2.3k | 128.09 |
| 2021-12-31 | $296k | 2.3k | 129.31 |
| 2021-09-30 | $273k | 2.3k | 117.47 |
| 2021-06-30 | $283k | 2.3k | 122.46 |
| 2021-03-31 | $283k | 2.4k | 118.16 |
| 2020-12-31 | $320k | 3.0k | 105.89 |
| 2020-09-30 | $277k | 3.0k | 92.36 |
| 2020-06-30 | $272k | 3.0k | 91.28 |
| 2020-03-31 | $284k | 3.6k | 79.73 |
| 2019-12-31 | $381k | 3.5k | 107.66 |
| 2019-09-30 | $361k | 3.5k | 102.53 |
| 2019-06-30 | $354k | 3.5k | 101.00 |
| 2019-03-31 | $347k | 3.5k | 99.43 |
| 2018-12-31 | $311k | 3.5k | 89.44 |
| 2018-09-30 | $339k | 3.5k | 98.01 |
| 2018-06-30 | $319k | 3.4k | 92.62 |
| 2018-03-31 | $313k | 3.4k | 91.31 |
| 2017-12-31 | $327k | 3.5k | 94.45 |
| 2017-09-30 | $310k | 3.4k | 91.45 |
| 2017-06-30 | $362k | 4.1k | 88.79 |
| 2017-03-31 | $358k | 4.1k | 88.09 |
| 2016-12-31 | $347k | 4.1k | 85.64 |
| 2016-09-30 | $449k | 5.3k | 84.45 |
| 2016-06-30 | $445k | 5.3k | 83.90 |
| 2016-03-31 | $423k | 5.3k | 79.96 |
| 2015-12-31 | $388k | 5.3k | 73.53 |
| 2015-09-30 | $358k | 5.0k | 72.22 |
| 2015-03-31 | $495k | 6.3k | 78.16 |
| 2014-12-31 | $459k | 5.8k | 78.83 |
| 2014-09-30 | $460k | 5.8k | 79.83 |
| 2014-06-30 | $392k | 5.1k | 76.67 |
| 2013-12-31 | $27k | 376 | 71.81 |
| 2013-09-30 | $26k | 376 | 69.15 |
More positions owned by Optimum Investment Advisors
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