SPDR S&P Dividend shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 79k | 140.05 |
| 2025-06-30 | $10M | 76k | 135.73 |
| 2025-03-31 | $10M | 77k | 135.68 |
| 2024-12-31 | $8.6M | 65k | 132.10 |
| 2024-09-30 | $8.9M | 63k | 142.04 |
| 2024-06-30 | $7.7M | 60k | 127.18 |
| 2024-03-31 | $7.9M | 60k | 131.24 |
| 2023-12-31 | $7.6M | 61k | 124.97 |