SPDR S&P Dividend shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 1.7k | 135.74 |
| 2025-06-30 | $235k | 1.7k | 135.71 |
| 2025-03-31 | $229k | 1.7k | 132.12 |
| 2024-12-31 | $245k | 1.7k | 142.04 |
| 2024-09-30 | $219k | 1.7k | 127.18 |
| 2024-06-30 | $219k | 1.7k | 127.22 |
| 2024-03-31 | $214k | 1.7k | 124.99 |
| 2023-12-31 | $209k | 1.8k | 114.99 |
| 2023-09-30 | $222k | 1.8k | 122.58 |
| 2023-06-30 | $682k | 5.5k | 123.71 |
| 2023-03-31 | $682k | 5.5k | 123.71 |
| 2022-12-31 | $687k | 5.5k | 125.11 |
More positions owned by Wallace Advisory Group
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