SPDR S&P Dividend shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $835k | 6.0k | 140.04 |
| 2025-06-30 | $868k | 6.4k | 135.73 |
| 2025-03-31 | $962k | 7.1k | 135.67 |
| 2024-12-31 | $937k | 7.1k | 132.10 |
| 2024-09-30 | $1.2M | 8.4k | 142.05 |
| 2024-06-30 | $1.1M | 8.4k | 127.18 |
| 2024-03-31 | $1.1M | 8.4k | 131.25 |
| 2023-12-31 | $1.1M | 8.4k | 124.97 |
| 2023-09-30 | $1.0M | 9.0k | 115.01 |
| 2023-06-30 | $1.1M | 9.0k | 122.58 |
| 2023-03-31 | $1.1M | 9.0k | 123.71 |
| 2022-12-31 | $1.1M | 8.9k | 125.11 |
| 2022-09-30 | $993k | 8.9k | 111.55 |
| 2022-06-30 | $1.1M | 8.9k | 118.66 |
| 2022-03-31 | $1.1M | 8.9k | 128.14 |
| 2021-12-31 | $1.4M | 11k | 129.11 |