SPDR S&P Dividend shares owned by Wealth Management Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $310k | 2.2k | 142.04 |
| 2024-06-30 | $278k | 2.2k | 127.18 |
| 2024-03-31 | $287k | 2.2k | 131.24 |
| 2023-12-31 | $273k | 2.2k | 124.97 |
| 2023-09-30 | $307k | 2.7k | 115.01 |
| 2023-06-30 | $327k | 2.7k | 122.58 |
| 2023-03-31 | $330k | 2.7k | 123.71 |
| 2022-12-31 | $334k | 2.7k | 125.23 |
| 2022-09-30 | $297k | 2.7k | 111.36 |
| 2022-06-30 | $317k | 2.7k | 118.86 |
| 2022-03-31 | $342k | 2.7k | 128.23 |
| 2021-12-31 | $344k | 2.7k | 128.98 |
| 2021-09-30 | $314k | 2.7k | 117.74 |
| 2021-06-30 | $412k | 3.4k | 122.26 |
| 2021-03-31 | $398k | 3.4k | 118.10 |
| 2020-12-31 | $357k | 3.4k | 105.93 |
| 2020-09-30 | $311k | 3.4k | 92.28 |
| 2020-06-30 | $307k | 3.4k | 91.10 |
| 2020-03-31 | $269k | 3.4k | 79.82 |
| 2019-12-31 | $363k | 3.4k | 107.72 |
| 2019-09-30 | $346k | 3.4k | 102.67 |
| 2019-06-30 | $340k | 3.4k | 100.89 |
| 2019-03-31 | $335k | 3.4k | 99.41 |
| 2018-12-31 | $302k | 3.4k | 89.61 |
| 2018-09-30 | $330k | 3.4k | 97.92 |
| 2018-06-30 | $312k | 3.4k | 92.58 |
| 2018-03-31 | $307k | 3.4k | 91.10 |
| 2017-12-31 | $318k | 3.4k | 94.36 |
| 2017-09-30 | $308k | 3.4k | 91.39 |