SPDR S&P Dividend shares owned by PDS Planning
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 140.05 |
| 2025-06-30 | $2.1M | 15k | 135.73 |
| 2025-03-31 | $2.2M | 16k | 135.68 |
| 2024-12-31 | $2.2M | 17k | 132.10 |
| 2024-09-30 | $2.4M | 17k | 142.04 |
| 2024-03-31 | $2.2M | 17k | 131.24 |
| 2023-12-31 | $2.1M | 17k | 124.97 |
| 2023-09-30 | $1.9M | 17k | 115.01 |
| 2023-06-30 | $2.1M | 17k | 122.58 |
| 2023-03-31 | $2.1M | 17k | 123.71 |
| 2022-12-31 | $2.1M | 17k | 125.11 |
| 2022-09-30 | $1.9M | 17k | 111.50 |
| 2022-06-30 | $2.3M | 19k | 118.67 |
| 2022-03-31 | $2.5M | 19k | 128.09 |
| 2021-12-31 | $2.6M | 20k | 129.14 |
| 2021-09-30 | $2.5M | 22k | 117.57 |
| 2021-06-30 | $2.8M | 23k | 122.26 |
| 2021-03-31 | $2.7M | 23k | 118.03 |
| 2020-12-31 | $2.5M | 24k | 105.92 |
| 2020-09-30 | $2.2M | 24k | 92.41 |
| 2020-06-30 | $2.2M | 24k | 91.19 |
| 2020-03-31 | $2.0M | 25k | 79.87 |
| 2019-12-31 | $2.9M | 27k | 107.58 |
| 2019-09-30 | $2.8M | 27k | 102.60 |
| 2019-06-30 | $2.7M | 26k | 100.88 |
| 2019-03-31 | $2.7M | 27k | 99.40 |
| 2018-12-31 | $2.6M | 30k | 89.52 |
| 2018-09-30 | $3.0M | 31k | 97.54 |
| 2018-06-30 | $2.8M | 30k | 92.69 |
| 2018-03-31 | $2.8M | 30k | 91.21 |
| 2017-12-31 | $2.9M | 31k | 94.47 |