SPDR S&P Dividend shares owned by Selective Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Selective Wealth Management 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 Selective Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $527k | 3.8k | 139.87 |
2024-06-30 | $488k | 3.9k | 126.24 |
2024-03-31 | $520k | 4.1k | 127.87 |
2023-12-31 | $508k | 4.1k | 124.00 |
2023-09-30 | $464k | 4.1k | 113.27 |
2023-06-30 | $582k | 4.8k | 121.15 |
2022-12-31 | $669k | 5.3k | 126.61 |
2022-09-30 | $360k | 3.2k | 111.59 |
2022-06-30 | $305k | 2.6k | 118.82 |
2022-03-31 | $219k | 1.7k | 127.92 |
2021-12-31 | $39k | 300 | 130.00 |
2021-09-30 | $94k | 800 | 117.50 |
2020-12-31 | $14k | 131 | 106.87 |
2019-09-30 | $30k | 297 | 101.01 |
More positions owned by Selective Wealth Management
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