SPDR S&P Dividend shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital 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 U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 8.9k | 139.16 |
| 2025-09-30 | $1.1M | 7.6k | 140.05 |
| 2025-06-30 | $1.0M | 7.6k | 135.73 |
| 2025-03-31 | $1.2M | 9.0k | 135.68 |
| 2024-12-31 | $444k | 3.4k | 132.10 |
| 2024-09-30 | $477k | 3.4k | 142.04 |
| 2024-06-30 | $375k | 2.9k | 127.18 |
| 2024-03-31 | $372k | 2.8k | 131.24 |
| 2023-12-31 | $2.2M | 17k | 124.97 |
| 2023-09-30 | $2.4M | 21k | 115.01 |
| 2023-06-30 | $2.5M | 21k | 122.58 |
| 2023-03-31 | $2.6M | 21k | 123.71 |
| 2022-12-31 | $2.5M | 20k | 125.11 |
| 2022-09-30 | $2.2M | 20k | 111.49 |
| 2022-06-30 | $2.3M | 20k | 118.70 |
| 2022-03-31 | $1.9M | 15k | 128.12 |
| 2021-12-31 | $1.8M | 14k | 129.10 |
| 2021-09-30 | $1.6M | 14k | 117.54 |
More positions owned by U.S. Capital Wealth Advisors
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