SPDR S&P Dividend shares owned by Simplicity Wealth
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 10k | 140.05 |
| 2025-06-30 | $2.2M | 16k | 135.73 |
| 2025-03-31 | $451k | 3.3k | 135.68 |
| 2024-12-31 | $439k | 3.3k | 132.10 |
| 2024-09-30 | $472k | 3.3k | 142.04 |
| 2024-06-30 | $862k | 6.8k | 127.18 |
| 2024-03-31 | $498k | 3.8k | 131.24 |