SPDR S&P Dividend shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Dividend by Pinnacle Wealth Management Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $225k | 1.6k | 142.00 |
2024-06-30 | $211k | 1.7k | 127.19 |
2024-03-31 | $218k | 1.7k | 131.20 |
2023-12-31 | $264k | 2.1k | 124.98 |
2023-09-30 | $403k | 3.5k | 115.01 |
2023-06-30 | $429k | 3.5k | 122.56 |
2023-03-31 | $456k | 3.7k | 123.71 |
2022-12-31 | $404k | 3.2k | 125.11 |
2018-09-30 | $401k | 4.1k | 97.92 |
2018-06-30 | $487k | 5.3k | 92.67 |
2018-03-31 | $480k | 5.3k | 91.15 |
2017-12-31 | $498k | 5.3k | 94.57 |
2017-09-30 | $413k | 4.5k | 91.27 |
2017-06-30 | $402k | 4.5k | 88.84 |
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