SPDR S&P Dividend shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 7.1k | 142.04 |
| 2024-06-30 | $903k | 7.1k | 127.18 |
| 2024-03-31 | $902k | 6.9k | 131.24 |
| 2023-12-31 | $859k | 6.9k | 124.97 |
| 2023-09-30 | $791k | 6.9k | 115.01 |
| 2023-06-30 | $843k | 6.9k | 122.58 |
| 2023-03-31 | $851k | 6.9k | 123.71 |
| 2022-12-31 | $860k | 6.9k | 125.11 |
| 2022-09-30 | $812k | 6.9k | 118.11 |
| 2022-06-30 | $814k | 6.9k | 118.40 |
| 2022-03-31 | $881k | 6.9k | 128.15 |
| 2021-12-31 | $888k | 6.9k | 129.16 |
| 2021-09-30 | $808k | 6.9k | 117.53 |
| 2021-06-30 | $841k | 6.9k | 122.33 |
| 2021-03-31 | $811k | 6.9k | 117.96 |
| 2020-12-31 | $728k | 6.9k | 105.89 |
| 2020-09-30 | $635k | 6.9k | 92.36 |
| 2020-06-30 | $627k | 6.9k | 91.20 |
| 2020-03-31 | $549k | 6.9k | 79.85 |
| 2019-12-31 | $874k | 8.1k | 107.60 |
More positions owned by Vista Wealth Management Group
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