SPDR S&P Dividend shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 18k | 140.05 |
| 2025-06-30 | $2.4M | 18k | 135.73 |
| 2025-03-31 | $1.9M | 14k | 135.68 |
| 2024-12-31 | $1.9M | 14k | 132.10 |
| 2024-09-30 | $2.7M | 19k | 142.04 |
| 2024-06-30 | $2.5M | 20k | 127.18 |
| 2024-03-31 | $3.0M | 23k | 131.24 |
| 2023-12-31 | $2.9M | 23k | 124.97 |
| 2023-09-30 | $3.4M | 30k | 115.01 |
| 2023-06-30 | $3.6M | 29k | 122.58 |
| 2023-03-31 | $3.2M | 26k | 123.71 |
| 2022-12-31 | $3.2M | 25k | 125.11 |
| 2022-09-30 | $2.8M | 25k | 111.50 |
| 2022-06-30 | $3.2M | 27k | 118.67 |
| 2022-03-31 | $3.6M | 28k | 128.10 |
| 2021-12-31 | $3.7M | 29k | 129.10 |
| 2021-09-30 | $3.4M | 29k | 117.54 |
| 2021-06-30 | $3.8M | 31k | 122.28 |
| 2021-03-31 | $3.3M | 28k | 118.02 |
| 2020-12-31 | $1.3M | 12k | 105.91 |
| 2020-09-30 | $2.1M | 23k | 92.40 |
| 2020-06-30 | $2.1M | 24k | 91.18 |
| 2020-03-31 | $5.3M | 66k | 79.86 |
| 2019-12-31 | $7.4M | 69k | 107.57 |
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