SPDR S&P Dividend shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $541k | 4.1k | 131.25 |
| 2023-12-31 | $445k | 3.6k | 124.98 |
| 2023-09-30 | $396k | 3.4k | 115.02 |
| 2023-06-30 | $446k | 3.6k | 122.13 |
| 2023-03-31 | $467k | 3.8k | 123.72 |
| 2022-12-31 | $480k | 3.8k | 125.12 |
| 2022-09-30 | $434k | 3.9k | 111.40 |
| 2022-06-30 | $464k | 3.9k | 118.76 |
| 2022-03-31 | $502k | 3.9k | 128.16 |
| 2021-12-31 | $602k | 4.7k | 129.07 |
More positions owned by Perfromance Wealth Partners
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