SPDR S&P Dividend shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 67k | 127.18 |
| 2024-03-31 | $9.4M | 71k | 131.24 |
| 2023-09-30 | $11M | 91k | 115.01 |
| 2023-06-30 | $11M | 93k | 122.58 |
| 2023-03-31 | $12M | 94k | 123.71 |
| 2022-12-31 | $12M | 95k | 125.11 |
| 2022-09-30 | $11M | 99k | 111.51 |
| 2022-06-30 | $12M | 99k | 118.69 |
| 2022-03-31 | $14M | 109k | 128.11 |
| 2021-12-31 | $14M | 108k | 129.12 |
| 2021-09-30 | $13M | 108k | 117.55 |
| 2021-06-30 | $13M | 109k | 122.28 |
| 2021-03-31 | $11M | 136k | 79.86 |
| 2020-12-31 | $12M | 112k | 105.93 |
| 2020-09-30 | $11M | 119k | 92.40 |
| 2020-06-30 | $11M | 123k | 91.20 |
| 2020-03-31 | $11M | 136k | 79.86 |
More positions owned by Wellspring Financial Advisors
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