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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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