SPDR S&P Dividend shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $201k | 1.3k | 152.20 |
| 2022-06-30 | $208k | 1.8k | 118.45 |
| 2022-03-31 | $225k | 1.8k | 128.35 |
| 2021-12-31 | $226k | 1.8k | 129.07 |
| 2021-09-30 | $216k | 1.8k | 117.65 |
| 2021-06-30 | $230k | 1.9k | 122.21 |
| 2021-03-31 | $250k | 2.1k | 118.09 |
| 2020-12-31 | $223k | 2.1k | 106.09 |
More positions owned by Sterling Financial Planning
View all positions for Sterling Financial Planning