SPDR S&P Dividend shares owned by Wealth Effects
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 1.5k | 140.05 |
| 2025-06-30 | $205k | 1.5k | 135.73 |
| 2025-03-31 | $205k | 1.5k | 135.68 |
| 2024-09-30 | $215k | 1.5k | 142.04 |