SPDR S&P Dividend shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $354k | 2.5k | 142.07 |
| 2024-06-30 | $326k | 2.6k | 127.18 |
| 2024-03-31 | $325k | 2.5k | 131.26 |
| 2023-12-31 | $326k | 2.6k | 124.97 |
| 2023-09-30 | $305k | 2.7k | 115.02 |
| 2023-06-30 | $342k | 2.8k | 122.57 |
| 2023-03-31 | $300k | 2.4k | 123.73 |
| 2022-12-31 | $268k | 2.1k | 125.12 |
| 2022-09-30 | $237k | 2.1k | 111.48 |
| 2022-06-30 | $252k | 2.1k | 118.70 |