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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

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Quarterly reported holdings in SPDR S&P Dividend by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
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