SPDR S&P Dividend shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $6.4M | 52k | 123.71 |
| 2022-12-31 | $15M | 113k | 129.16 |
| 2022-09-30 | $6.4M | 56k | 113.29 |
| 2022-06-30 | $14M | 120k | 118.69 |
| 2022-03-31 | $7.9M | 61k | 129.35 |
| 2021-03-31 | $9.1M | 76k | 119.68 |
| 2019-09-30 | $1.5M | 15k | 99.25 |