SPDR S&P Dividend shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Transcend Wealth Collective 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 Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 37k | 142.04 |
| 2024-06-30 | $4.7M | 37k | 127.18 |
| 2024-03-31 | $4.9M | 37k | 131.24 |
| 2023-12-31 | $4.7M | 38k | 124.97 |
| 2023-09-30 | $2.8M | 24k | 115.01 |
| 2023-06-30 | $2.9M | 24k | 122.58 |
| 2023-03-31 | $3.0M | 24k | 123.71 |
| 2022-12-31 | $3.0M | 24k | 125.11 |
| 2022-09-30 | $2.7M | 24k | 111.49 |
| 2022-06-30 | $2.9M | 24k | 118.67 |
| 2022-03-31 | $1.8M | 14k | 128.14 |
| 2021-12-31 | $523k | 4.1k | 129.10 |
| 2021-09-30 | $683k | 5.5k | 123.93 |
| 2021-03-31 | $673k | 5.7k | 118.03 |
| 2020-12-31 | $604k | 5.7k | 105.96 |
| 2020-09-30 | $500k | 5.4k | 92.37 |
| 2020-03-31 | $487k | 6.1k | 79.91 |
| 2019-12-31 | $608k | 5.7k | 107.50 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective