SPDR S&P Dividend shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.2M | 61k | 135.68 |
| 2024-12-31 | $7.7M | 58k | 132.10 |
| 2024-09-30 | $7.6M | 53k | 142.04 |
| 2024-06-30 | $8.7M | 69k | 127.18 |
| 2024-03-31 | $6.9M | 52k | 131.24 |
| 2023-12-31 | $7.9M | 63k | 124.97 |
| 2023-09-30 | $9.1M | 79k | 115.01 |
| 2023-06-30 | $9.5M | 78k | 122.58 |
| 2023-03-31 | $8.2M | 66k | 123.71 |
| 2022-12-31 | $8.4M | 67k | 125.11 |
| 2022-09-30 | $10M | 92k | 111.50 |
| 2022-06-30 | $7.8M | 66k | 118.68 |
| 2022-03-31 | $9.4M | 73k | 128.11 |
| 2021-12-31 | $6.7M | 52k | 129.11 |
| 2021-09-30 | $5.7M | 49k | 117.55 |
| 2021-06-30 | $5.8M | 47k | 122.29 |
| 2021-03-31 | $5.5M | 47k | 118.03 |
| 2020-12-31 | $4.9M | 47k | 105.93 |
| 2020-09-30 | $4.2M | 46k | 92.40 |
| 2020-06-30 | $3.2M | 35k | 91.19 |
| 2020-03-31 | $2.5M | 31k | 79.86 |
| 2019-12-31 | $3.9M | 36k | 107.27 |
More positions owned by Peterson Wealth Management
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