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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

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Quarterly reported holdings in SPDR S&P Dividend by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
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