SPDR S&P Dividend shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $954k | 6.8k | 140.05 |
| 2025-06-30 | $918k | 6.8k | 135.72 |
| 2025-03-31 | $912k | 6.7k | 135.69 |
| 2024-12-31 | $907k | 6.9k | 132.11 |
| 2024-09-30 | $372k | 2.6k | 142.06 |
| 2023-06-30 | $228k | 1.9k | 122.57 |
| 2023-03-31 | $238k | 1.9k | 123.72 |
| 2022-12-31 | $282k | 2.3k | 125.10 |
| 2022-09-30 | $251k | 2.2k | 111.61 |
| 2022-06-30 | $266k | 2.2k | 118.86 |
| 2022-03-31 | $298k | 2.3k | 128.12 |
| 2021-03-31 | $178k | 1.5k | 118.04 |
| 2020-12-31 | $37k | 350 | 105.71 |
| 2020-09-30 | $784k | 8.5k | 92.42 |