SPDR S&P Dividend shares owned by Planning Directions
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 19k | 140.05 |
| 2025-06-30 | $2.7M | 20k | 135.73 |
| 2025-03-31 | $2.9M | 21k | 135.68 |
| 2024-12-31 | $2.9M | 22k | 132.10 |
| 2024-09-30 | $3.2M | 23k | 142.04 |
| 2024-06-30 | $3.0M | 24k | 127.18 |
| 2024-03-31 | $3.4M | 26k | 131.24 |
| 2023-12-31 | $4.5M | 36k | 124.97 |
| 2023-09-30 | $5.7M | 49k | 115.00 |
| 2023-06-30 | $6.7M | 54k | 122.58 |
| 2023-03-31 | $7.2M | 58k | 123.72 |
| 2022-12-31 | $7.2M | 58k | 125.12 |
| 2022-09-30 | $6.2M | 55k | 111.50 |
| 2022-06-30 | $6.2M | 53k | 118.69 |
| 2022-03-31 | $5.4M | 42k | 128.12 |
| 2021-12-31 | $5.3M | 41k | 129.13 |
| 2021-09-30 | $4.7M | 40k | 117.55 |
| 2021-06-30 | $4.8M | 40k | 122.28 |
| 2021-03-31 | $4.6M | 39k | 118.03 |
| 2020-12-31 | $4.1M | 38k | 105.94 |
| 2020-09-30 | $3.5M | 38k | 92.39 |
| 2020-06-30 | $3.6M | 40k | 91.20 |
| 2020-03-31 | $637k | 8.0k | 79.87 |
| 2019-12-31 | $3.7M | 34k | 107.56 |
| 2019-09-30 | $3.5M | 35k | 102.61 |
| 2019-06-30 | $3.4M | 34k | 100.89 |
| 2019-03-31 | $3.2M | 33k | 99.40 |
| 2018-12-31 | $2.8M | 31k | 89.53 |
| 2018-09-30 | $2.9M | 30k | 97.92 |
| 2018-06-30 | $2.8M | 30k | 92.71 |
| 2018-03-31 | $2.7M | 30k | 91.21 |