SPDR S&P Dividend shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 20k | 140.05 |
| 2025-06-30 | $2.7M | 20k | 135.73 |
| 2024-12-31 | $2.3M | 17k | 132.10 |
| 2024-09-30 | $2.5M | 18k | 142.04 |
| 2024-06-30 | $2.3M | 18k | 127.18 |
| 2024-03-31 | $2.1M | 16k | 131.24 |
| 2023-12-31 | $2.0M | 16k | 124.97 |
| 2023-09-30 | $1.7M | 15k | 115.01 |
| 2023-06-30 | $1.9M | 16k | 122.58 |
| 2023-03-31 | $2.2M | 18k | 123.71 |
| 2022-12-31 | $2.3M | 19k | 125.11 |
| 2022-09-30 | $2.1M | 19k | 111.48 |
| 2022-06-30 | $2.2M | 19k | 118.71 |
| 2022-03-31 | $2.4M | 19k | 128.09 |
| 2021-12-31 | $2.3M | 18k | 129.13 |
| 2021-09-30 | $2.6M | 22k | 117.54 |
| 2021-06-30 | $2.7M | 22k | 122.28 |
| 2021-03-31 | $2.6M | 22k | 118.04 |
| 2020-12-31 | $2.3M | 22k | 105.91 |
| 2020-09-30 | $230k | 2.5k | 92.26 |
| 2020-06-30 | $227k | 2.5k | 91.06 |
| 2019-12-31 | $213k | 2.0k | 107.41 |
| 2019-09-30 | $335k | 3.3k | 102.48 |
| 2019-06-30 | $333k | 3.3k | 100.88 |
| 2019-03-31 | $328k | 3.3k | 99.36 |