SPDR S&P Dividend shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 74k | 140.04 |
| 2025-06-30 | $11M | 81k | 135.72 |
| 2025-03-31 | $11M | 81k | 135.67 |
| 2024-12-31 | $11M | 83k | 132.10 |
| 2024-09-30 | $3.7M | 26k | 142.04 |
| 2024-06-30 | $631k | 5.0k | 127.17 |
| 2023-12-31 | $477k | 3.8k | 124.97 |
| 2023-09-30 | $292k | 2.5k | 114.99 |
| 2023-06-30 | $362k | 3.0k | 122.60 |
| 2023-03-31 | $925k | 7.5k | 123.71 |
| 2022-12-31 | $939k | 7.5k | 125.11 |
| 2022-09-30 | $839k | 7.5k | 111.48 |
| 2022-06-30 | $992k | 7.9k | 126.29 |
| 2022-03-31 | $342k | 2.7k | 128.23 |
| 2021-12-31 | $333k | 2.7k | 124.91 |
| 2021-09-30 | $318k | 2.7k | 117.56 |
| 2021-06-30 | $321k | 2.6k | 122.10 |
| 2021-03-31 | $340k | 2.7k | 125.79 |
| 2020-12-31 | $293k | 2.6k | 111.03 |
| 2020-09-30 | $305k | 3.3k | 92.42 |
| 2020-06-30 | $335k | 3.4k | 98.27 |
| 2020-03-31 | $283k | 3.5k | 79.79 |
| 2019-12-31 | $414k | 3.9k | 107.48 |
| 2019-09-30 | $349k | 3.4k | 102.62 |
| 2019-06-30 | $350k | 3.5k | 99.72 |
| 2019-03-31 | $379k | 3.8k | 99.40 |
| 2018-12-31 | $342k | 3.5k | 97.35 |
More positions owned by Pensionmark Financial Group
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