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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

Tip: Access up to 7 years of quarterly data

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