SPDR S&P Dividend shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 21k | 140.05 |
| 2025-06-30 | $2.8M | 21k | 135.73 |
| 2025-03-31 | $2.9M | 21k | 135.68 |
| 2024-12-31 | $12M | 91k | 132.10 |
| 2024-09-30 | $13M | 89k | 142.04 |
| 2024-06-30 | $11M | 87k | 127.18 |
| 2024-03-31 | $11M | 83k | 131.24 |
| 2023-12-31 | $10M | 81k | 124.97 |
| 2023-09-30 | $9.5M | 82k | 115.01 |
| 2023-06-30 | $9.9M | 81k | 122.58 |
| 2023-03-31 | $9.7M | 78k | 123.71 |
| 2022-12-31 | $9.0M | 72k | 125.11 |
| 2022-09-30 | $7.2M | 65k | 111.50 |
| 2022-06-30 | $4.1M | 35k | 118.68 |
| 2022-03-31 | $4.4M | 35k | 128.09 |
| 2021-12-31 | $4.5M | 35k | 129.11 |
| 2021-09-30 | $1.2M | 10k | 117.52 |
| 2021-06-30 | $1.1M | 9.1k | 122.26 |
| 2021-03-31 | $1.1M | 9.3k | 117.93 |
| 2020-12-31 | $1.0M | 9.5k | 105.84 |
| 2020-09-30 | $858k | 9.3k | 92.30 |
| 2020-06-30 | $1.1M | 12k | 91.18 |
| 2020-03-31 | $907k | 11k | 79.83 |
| 2019-12-31 | $1.4M | 13k | 107.53 |
| 2019-09-30 | $1.3M | 13k | 102.56 |
| 2019-06-30 | $1.4M | 14k | 100.86 |
| 2019-03-31 | $1.3M | 13k | 99.38 |
| 2018-12-31 | $1.1M | 12k | 89.51 |
| 2018-09-30 | $1.2M | 12k | 97.89 |
| 2018-06-30 | $1.3M | 14k | 92.65 |
| 2018-03-31 | $1.4M | 15k | 91.14 |
| 2017-12-31 | $560k | 15k | 36.95 |
| 2017-09-30 | $1.3M | 15k | 91.28 |
| 2017-06-30 | $1.3M | 15k | 88.85 |
| 2017-03-31 | $1.3M | 14k | 88.12 |
| 2016-12-31 | $1.3M | 16k | 85.56 |
| 2016-09-30 | $1.2M | 14k | 84.30 |
| 2016-06-30 | $1.1M | 14k | 83.89 |
| 2016-03-31 | $1.1M | 14k | 79.91 |
| 2015-12-31 | $863k | 12k | 73.50 |
| 2015-09-30 | $531k | 7.4k | 72.13 |
| 2015-06-30 | $577k | 7.6k | 76.21 |
| 2015-03-31 | $655k | 8.4k | 78.20 |
| 2014-12-31 | $773k | 9.8k | 78.79 |
| 2014-09-30 | $715k | 9.5k | 74.99 |
| 2014-06-30 | $691k | 9.0k | 76.57 |
| 2014-03-31 | $583k | 7.9k | 73.52 |
| 2013-12-31 | $589k | 8.1k | 72.67 |
| 2013-09-30 | $628k | 9.1k | 68.97 |
| 2013-06-30 | $655k | 9.9k | 66.30 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors