SPDR S&P Dividend shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $341k | 2.4k | 142.04 |
| 2024-06-30 | $305k | 2.4k | 127.18 |
| 2024-03-31 | $315k | 2.4k | 131.24 |
| 2023-12-31 | $300k | 2.4k | 124.97 |
| 2023-09-30 | $276k | 2.4k | 115.01 |
| 2023-06-30 | $294k | 2.4k | 122.58 |
| 2023-03-31 | $297k | 2.4k | 123.71 |
| 2022-12-31 | $300k | 2.4k | 125.11 |