SPDR S&P Dividend shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 2.7k | 139.82 |
| 2025-06-30 | $363k | 2.7k | 136.97 |
| 2025-03-31 | $360k | 2.7k | 135.69 |
| 2024-12-31 | $351k | 2.7k | 132.11 |
| 2024-09-30 | $377k | 2.7k | 142.05 |
| 2024-06-30 | $337k | 2.7k | 127.19 |
| 2024-03-31 | $348k | 2.7k | 131.25 |
| 2023-12-31 | $332k | 2.7k | 124.98 |
More positions owned by Shared Vision Wealth Group
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