SPDR S&P Dividend shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 19k | 145.94 |
| 2025-12-31 | $2.3M | 17k | 139.16 |
| 2025-06-30 | $1.9M | 14k | 135.73 |
| 2025-03-31 | $109k | 805 | 135.68 |
| 2022-03-31 | $7.0k | 57 | 122.81 |
| 2020-03-31 | $24k | 302 | 79.47 |
| 2019-12-31 | $46k | 428 | 107.48 |
| 2019-09-30 | $59k | 576 | 102.43 |
| 2019-06-30 | $58k | 573 | 101.22 |
| 2018-12-31 | $19k | 214 | 88.79 |
| 2018-09-30 | $21k | 212 | 99.06 |