SPDR S&P Dividend shares owned by PRW Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 11k | 111.10 |
| 2023-03-31 | $15M | 123k | 124.97 |
| 2022-09-30 | $11M | 97k | 111.51 |
| 2022-06-30 | $4.6M | 39k | 118.68 |
| 2022-03-31 | $4.0M | 31k | 128.09 |
| 2021-12-31 | $3.7M | 28k | 129.11 |
| 2021-09-30 | $3.4M | 29k | 117.55 |
| 2021-03-31 | $2.8M | 23k | 118.02 |
| 2020-12-31 | $2.2M | 21k | 105.95 |
| 2020-09-30 | $1.7M | 18k | 92.42 |
| 2020-06-30 | $1.7M | 18k | 91.18 |
| 2020-03-31 | $1.3M | 17k | 79.84 |
| 2019-12-31 | $1.7M | 16k | 107.56 |
| 2019-09-30 | $1.6M | 16k | 102.78 |
| 2019-06-30 | $1.6M | 16k | 100.89 |
| 2019-03-31 | $1.6M | 16k | 99.58 |
| 2018-12-31 | $1.5M | 17k | 89.61 |