SPDR S&P Dividend shares owned by Milestone Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Milestone Group 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 Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $973k | 6.9k | 140.05 |
| 2025-06-30 | $961k | 7.1k | 135.73 |
| 2025-03-31 | $1.0M | 7.6k | 135.68 |
| 2024-12-31 | $1.0M | 7.7k | 132.10 |
| 2024-09-30 | $1.3M | 9.0k | 142.04 |
| 2024-06-30 | $1.6M | 12k | 127.18 |
| 2024-03-31 | $1.7M | 13k | 131.24 |
| 2023-12-31 | $1.5M | 12k | 124.97 |
| 2023-09-30 | $1.4M | 12k | 115.01 |
| 2023-06-30 | $1.8M | 15k | 122.58 |
| 2023-03-31 | $1.9M | 16k | 123.71 |
| 2022-12-31 | $2.0M | 16k | 125.11 |
| 2022-09-30 | $2.0M | 18k | 111.48 |
| 2022-06-30 | $3.0M | 25k | 118.70 |
| 2022-03-31 | $3.2M | 25k | 128.11 |
| 2021-12-31 | $3.1M | 24k | 129.11 |
| 2021-09-30 | $3.3M | 28k | 117.53 |
| 2021-06-30 | $3.6M | 29k | 122.28 |
| 2021-03-31 | $3.9M | 33k | 118.03 |
| 2020-12-31 | $3.9M | 37k | 105.94 |
| 2020-09-30 | $5.8M | 63k | 92.40 |
| 2020-06-30 | $8.4M | 92k | 91.20 |
| 2020-03-31 | $13M | 161k | 79.86 |
| 2019-12-31 | $27M | 253k | 107.57 |
| 2017-06-30 | $238k | 2.7k | 88.94 |
| 2017-03-31 | $236k | 2.7k | 88.19 |