SPDR S&P Dividend shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.2k | 140.05 |
| 2025-06-30 | $1.2M | 9.2k | 135.73 |
| 2025-03-31 | $1.2M | 9.2k | 135.68 |
| 2024-12-31 | $1.2M | 9.2k | 132.10 |
| 2024-09-30 | $1.3M | 9.2k | 142.04 |
| 2024-06-30 | $1.2M | 9.2k | 127.18 |
| 2024-03-31 | $1.2M | 9.2k | 131.24 |
| 2023-12-31 | $1.1M | 9.2k | 124.97 |
| 2023-09-30 | $1.1M | 9.2k | 115.01 |
| 2023-06-30 | $1.1M | 9.2k | 122.58 |
| 2023-03-31 | $1.1M | 8.6k | 123.71 |
| 2022-12-31 | $1.1M | 8.6k | 125.11 |
| 2022-09-30 | $955k | 8.6k | 111.49 |
| 2022-06-30 | $1.0M | 8.6k | 118.73 |
| 2022-03-31 | $1.1M | 8.6k | 128.06 |
| 2021-12-31 | $1.1M | 8.6k | 129.12 |
| 2021-09-30 | $1.0M | 8.6k | 117.56 |
| 2021-06-30 | $1.0M | 8.6k | 122.23 |
| 2021-03-31 | $1.0M | 8.6k | 118.02 |
| 2020-09-30 | $868k | 8.6k | 101.33 |
| 2020-06-30 | $809k | 8.9k | 91.25 |
| 2020-03-31 | $748k | 9.4k | 79.82 |
| 2019-12-31 | $1.1M | 10k | 107.57 |
| 2018-06-30 | $90k | 968 | 92.98 |
| 2018-03-31 | $89k | 89k | 1.00 |
| 2017-12-31 | $94k | 968 | 97.11 |