SPDR S&P Dividend shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $279k | 1.9k | 145.94 |
| 2025-06-30 | $204k | 1.5k | 135.71 |
| 2025-03-31 | $204k | 1.5k | 135.66 |
| 2024-09-30 | $213k | 1.5k | 142.01 |
| 2021-06-30 | $286k | 2.3k | 122.27 |
| 2020-03-31 | $205k | 2.6k | 79.85 |
| 2019-12-31 | $390k | 3.6k | 107.56 |