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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

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Quarterly 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