SPDR S&P Dividend shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $319k | 2.3k | 139.15 |
| 2025-09-30 | $321k | 2.3k | 140.04 |
| 2025-06-30 | $311k | 2.3k | 135.72 |
| 2025-03-31 | $311k | 2.3k | 135.66 |
| 2024-12-31 | $303k | 2.3k | 132.07 |
| 2023-12-31 | $497k | 4.0k | 124.97 |
| 2023-09-30 | $464k | 4.0k | 115.00 |
| 2023-06-30 | $473k | 3.9k | 122.58 |
| 2023-03-31 | $477k | 3.9k | 123.71 |
| 2022-12-31 | $483k | 3.9k | 125.11 |
| 2022-09-30 | $430k | 3.9k | 111.50 |
| 2022-06-30 | $235k | 2.0k | 118.69 |
| 2022-03-31 | $290k | 2.2k | 129.48 |
| 2021-12-31 | $868k | 6.7k | 129.05 |
| 2021-09-30 | $791k | 6.7k | 117.60 |
| 2021-06-30 | $822k | 6.7k | 122.21 |
| 2021-03-31 | $658k | 5.6k | 118.01 |
| 2020-12-31 | $591k | 5.6k | 105.99 |
| 2020-09-30 | $491k | 5.3k | 92.33 |
| 2020-06-30 | $506k | 5.5k | 91.20 |
More positions owned by Rockbridge Investment Management, LCC
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