SPDR S&P Dividend shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 8.5k | 131.24 |
| 2023-12-31 | $1.0M | 8.2k | 124.96 |
| 2023-09-30 | $934k | 8.1k | 115.02 |
| 2023-06-30 | $990k | 8.1k | 122.59 |
| 2023-03-31 | $910k | 7.4k | 123.71 |
| 2022-12-31 | $911k | 7.3k | 125.12 |
| 2022-09-30 | $802k | 7.2k | 111.50 |
| 2022-06-30 | $806k | 6.8k | 118.68 |
| 2022-03-31 | $498k | 3.9k | 128.13 |
| 2021-12-31 | $499k | 3.9k | 129.11 |
| 2021-09-30 | $451k | 3.8k | 117.54 |
| 2021-06-30 | $466k | 3.8k | 122.29 |
| 2021-03-31 | $447k | 3.8k | 118.02 |
| 2020-12-31 | $336k | 3.2k | 105.94 |