SPDR S&P Dividend shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 44k | 140.05 |
| 2025-06-30 | $5.6M | 41k | 135.73 |
| 2025-03-31 | $4.9M | 36k | 135.68 |
| 2024-12-31 | $4.6M | 35k | 132.10 |
| 2024-09-30 | $4.9M | 35k | 142.04 |
| 2024-06-30 | $4.2M | 33k | 127.18 |
| 2024-03-31 | $4.3M | 33k | 131.24 |
| 2023-09-30 | $3.5M | 30k | 115.01 |
| 2023-06-30 | $3.7M | 30k | 122.58 |
| 2023-03-31 | $3.7M | 30k | 123.71 |
| 2022-12-31 | $3.3M | 27k | 125.11 |
| 2022-09-30 | $2.2M | 20k | 111.50 |
| 2022-06-30 | $662k | 5.6k | 118.64 |
| 2022-03-31 | $306k | 2.4k | 129.50 |
| 2021-12-31 | $297k | 2.3k | 130.21 |
| 2020-03-31 | $391k | 4.9k | 79.93 |
| 2019-12-31 | $883k | 8.2k | 107.59 |
More positions owned by Perennial Investment Advisors
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