SPDR S&P Dividend shares owned by Welch & Forbes
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Welch & Forbes 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 Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 22k | 132.10 |
| 2024-09-30 | $3.1M | 22k | 142.04 |
| 2024-06-30 | $2.9M | 23k | 126.23 |
| 2024-03-31 | $3.0M | 23k | 131.24 |
| 2023-12-31 | $2.9M | 23k | 124.97 |
| 2023-09-30 | $2.8M | 24k | 115.01 |
| 2023-06-30 | $2.9M | 24k | 122.58 |
| 2023-03-31 | $3.0M | 24k | 123.71 |
| 2022-12-31 | $3.0M | 24k | 125.11 |
| 2022-09-30 | $2.7M | 24k | 111.51 |
| 2022-06-30 | $2.8M | 24k | 118.70 |
| 2022-03-31 | $3.1M | 24k | 128.10 |
| 2021-12-31 | $3.1M | 24k | 129.11 |
| 2021-09-30 | $2.8M | 24k | 117.57 |
| 2021-06-30 | $3.0M | 24k | 122.27 |
| 2021-03-31 | $2.9M | 24k | 118.04 |
| 2020-12-31 | $2.6M | 25k | 105.90 |
| 2020-09-30 | $2.3M | 24k | 92.42 |
| 2020-06-30 | $2.2M | 24k | 91.19 |
| 2020-03-31 | $2.0M | 25k | 79.88 |
| 2019-12-31 | $2.7M | 25k | 107.57 |
| 2019-09-30 | $2.5M | 25k | 102.61 |
| 2019-06-30 | $2.3M | 23k | 100.90 |