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
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Dividend by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $497k | 4.0k | 124.97 |
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
View all positions for Rockbridge Investment Management, LCC