SPDR S&P Dividend shares owned by Private Wealth Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 48k | 142.04 |
| 2024-06-30 | $6.4M | 50k | 127.18 |
| 2024-03-31 | $6.5M | 50k | 131.24 |
| 2023-12-31 | $6.9M | 55k | 124.97 |
| 2023-09-30 | $8.6M | 75k | 115.01 |
| 2023-06-30 | $1.2M | 9.9k | 122.58 |
| 2023-03-31 | $1.3M | 10k | 123.71 |
| 2022-12-31 | $1.3M | 10k | 125.11 |
| 2022-09-30 | $1.0M | 9.4k | 111.55 |
| 2022-06-30 | $994k | 8.4k | 118.70 |
| 2022-03-31 | $1.1M | 8.6k | 128.12 |
| 2021-12-31 | $1.0M | 8.0k | 129.08 |
| 2021-09-30 | $942k | 8.0k | 117.50 |
| 2021-06-30 | $899k | 7.4k | 122.25 |
| 2021-03-31 | $654k | 5.5k | 118.07 |
| 2020-12-31 | $221k | 2.1k | 106.10 |