SPDR S&P Dividend shares owned by TL Private Wealth
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by TL Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 41k | 138.03 |
| 2025-06-30 | $5.9M | 43k | 137.76 |
| 2025-03-31 | $5.1M | 42k | 121.58 |
| 2024-12-31 | $5.4M | 41k | 131.84 |
| 2024-09-30 | $5.9M | 42k | 139.80 |
| 2024-06-30 | $6.0M | 46k | 132.39 |
| 2024-03-31 | $6.1M | 47k | 129.90 |
| 2023-12-31 | $5.9M | 48k | 124.97 |
| 2023-09-30 | $5.1M | 45k | 114.14 |
| 2023-06-30 | $5.3M | 44k | 121.16 |
| 2023-03-31 | $5.4M | 44k | 123.71 |
| 2022-12-31 | $5.7M | 45k | 127.29 |
| 2022-09-30 | $5.3M | 47k | 113.30 |
| 2022-06-30 | $5.6M | 47k | 119.05 |
| 2022-03-31 | $6.1M | 48k | 129.38 |
| 2021-12-31 | $5.8M | 46k | 125.28 |
| 2021-09-30 | $5.7M | 46k | 123.90 |
| 2021-06-30 | $5.8M | 47k | 122.28 |
| 2021-03-31 | $5.7M | 47k | 120.23 |
| 2020-12-31 | $5.3M | 49k | 109.80 |
| 2020-09-30 | $4.8M | 49k | 98.23 |
| 2020-06-30 | $4.6M | 49k | 94.18 |
| 2020-03-31 | $4.5M | 53k | 85.14 |
| 2019-12-31 | $4.9M | 45k | 107.74 |