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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

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Quarterly reported holdings in SPDR S&P Dividend by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
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