SPDR S&P Dividend shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 16k | 140.06 |
| 2020-12-31 | $3.0k | 30 | 100.00 |
| 2020-09-30 | $2.0k | 30 | 66.67 |
| 2020-06-30 | $2.0k | 30 | 66.67 |
| 2020-03-31 | $1.7M | 22k | 79.86 |
| 2019-12-31 | $2.8M | 26k | 107.55 |
| 2019-09-30 | $2.2M | 22k | 102.60 |
| 2019-06-30 | $1.8M | 18k | 100.87 |
| 2019-03-31 | $1.4M | 14k | 99.41 |
| 2018-12-31 | $815k | 9.1k | 89.44 |
More positions owned by TRUE Private Wealth Advisors
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