SPDR S&P Dividend shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 88k | 142.04 |
| 2024-06-30 | $11M | 83k | 127.18 |
| 2024-03-31 | $11M | 85k | 131.24 |
| 2023-12-31 | $12M | 96k | 124.97 |
| 2023-09-30 | $16M | 135k | 115.01 |
| 2023-06-30 | $16M | 130k | 122.58 |
| 2023-03-31 | $17M | 135k | 123.71 |
| 2022-12-31 | $12M | 95k | 125.11 |
| 2022-09-30 | $6.3M | 57k | 111.49 |
| 2022-06-30 | $16M | 131k | 118.68 |
| 2022-03-31 | $17M | 135k | 128.11 |
| 2021-12-31 | $14M | 105k | 129.12 |
| 2021-09-30 | $4.9M | 42k | 117.54 |
| 2021-06-30 | $5.2M | 42k | 123.12 |
| 2021-03-31 | $5.0M | 43k | 118.03 |
| 2020-12-31 | $4.3M | 40k | 105.94 |
| 2020-09-30 | $3.9M | 42k | 92.41 |
| 2020-06-30 | $8.7M | 95k | 91.20 |
| 2020-03-31 | $7.3M | 91k | 79.86 |
| 2019-12-31 | $9.7M | 90k | 107.56 |
More positions owned by Regent Peak Wealth Advisors
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