SPDR S&P Dividend shares owned by Wealthsource Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $513k | 4.1k | 124.95 |
2023-09-30 | $484k | 4.2k | 115.02 |
2023-06-30 | $519k | 4.2k | 122.58 |
2023-03-31 | $546k | 4.4k | 123.71 |
2022-12-31 | $609k | 4.9k | 125.11 |
2022-09-30 | $607k | 5.4k | 111.52 |
2022-06-30 | $675k | 5.7k | 118.71 |
2022-03-31 | $467k | 3.6k | 128.02 |
2021-12-31 | $355k | 2.7k | 129.23 |
2021-09-30 | $356k | 3.0k | 117.49 |
2021-06-30 | $259k | 2.1k | 122.46 |
2021-03-31 | $248k | 2.1k | 117.98 |
2020-12-31 | $221k | 2.1k | 105.84 |
2020-06-30 | $218k | 2.4k | 91.29 |
2019-12-31 | $252k | 2.3k | 107.69 |
2019-09-30 | $239k | 2.3k | 102.80 |
2019-06-30 | $270k | 2.7k | 100.86 |
2019-03-31 | $246k | 2.5k | 99.27 |
2018-12-31 | $257k | 2.9k | 89.61 |
2018-09-30 | $217k | 2.2k | 97.97 |
2018-06-30 | $204k | 2.2k | 92.56 |
2018-03-31 | $224k | 2.5k | 88.05 |
2017-12-31 | $206k | 2.2k | 94.54 |
2017-09-30 | $204k | 2.2k | 91.44 |
2017-06-30 | $227k | 2.6k | 88.88 |
2017-03-31 | $224k | 2.5k | 88.05 |
2016-12-31 | $316k | 3.7k | 85.64 |
2016-09-30 | $771k | 9.1k | 84.38 |
2016-06-30 | $1.2M | 15k | 83.93 |
2016-03-31 | $1.0M | 13k | 79.90 |