SPDR S&P Dividend shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 24k | 140.05 |
| 2025-06-30 | $3.2M | 24k | 135.73 |
| 2025-03-31 | $3.0M | 22k | 135.68 |
| 2024-12-31 | $3.7M | 28k | 133.15 |
| 2024-09-30 | $3.7M | 26k | 142.04 |
| 2024-06-30 | $3.3M | 26k | 127.18 |
| 2024-03-31 | $3.4M | 26k | 131.24 |
| 2023-12-31 | $3.3M | 26k | 124.97 |
| 2023-09-30 | $2.3M | 20k | 115.01 |
| 2023-06-30 | $2.7M | 22k | 122.58 |
| 2023-03-31 | $3.3M | 27k | 123.71 |
| 2022-12-31 | $3.4M | 27k | 125.11 |
| 2022-09-30 | $620k | 5.6k | 111.45 |
| 2022-06-30 | $645k | 5.4k | 118.68 |
| 2022-03-31 | $549k | 4.3k | 128.09 |
| 2021-12-31 | $508k | 3.9k | 129.23 |
| 2021-09-30 | $224k | 1.9k | 117.40 |
| 2021-06-30 | $233k | 1.9k | 122.12 |
| 2021-03-31 | $225k | 1.9k | 117.92 |
| 2020-12-31 | $202k | 1.9k | 105.87 |
| 2020-03-31 | $259k | 3.0k | 87.26 |
| 2019-12-31 | $334k | 3.1k | 106.61 |
| 2019-09-30 | $311k | 3.0k | 102.20 |
| 2019-06-30 | $311k | 3.1k | 100.94 |
| 2019-03-31 | $300k | 3.0k | 100.50 |
| 2018-12-31 | $281k | 3.0k | 93.67 |
| 2018-09-30 | $338k | 3.5k | 97.97 |
| 2018-06-30 | $283k | 3.1k | 91.32 |
| 2018-03-31 | $283k | 3.1k | 91.32 |
| 2017-12-31 | $264k | 2.8k | 94.49 |
| 2017-09-30 | $246k | 2.7k | 91.21 |
| 2017-06-30 | $240k | 2.7k | 88.99 |
| 2017-03-31 | $239k | 2.7k | 88.03 |
| 2016-12-31 | $242k | 2.7k | 89.13 |
| 2011-09-30 | $620k | 5.6k | 111.45 |