SPDR S&P Dividend shares owned by Phillips Financial Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $687k | 5.2k | 131.24 |
| 2023-12-31 | $669k | 5.4k | 124.97 |
| 2023-09-30 | $633k | 5.5k | 115.01 |
| 2023-06-30 | $681k | 5.6k | 122.58 |
| 2023-03-31 | $702k | 5.7k | 123.71 |
| 2022-12-31 | $715k | 5.7k | 125.11 |
| 2022-09-30 | $741k | 6.6k | 111.45 |
| 2022-03-31 | $883k | 6.9k | 128.10 |
| 2019-12-31 | $1.4M | 13k | 107.54 |
| 2019-09-30 | $1.4M | 13k | 102.63 |
| 2019-06-30 | $1.4M | 14k | 101.22 |
| 2019-03-31 | $1.4M | 14k | 100.29 |
| 2018-12-31 | $1.2M | 14k | 89.51 |
| 2014-12-31 | $782k | 10k | 78.02 |
| 2014-09-30 | $740k | 10k | 73.56 |
| 2014-06-30 | $767k | 10k | 76.23 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management