SPDR S&P Dividend shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 7.4k | 142.04 |
| 2024-06-30 | $934k | 7.3k | 127.18 |
| 2024-03-31 | $963k | 7.3k | 131.24 |
| 2023-09-30 | $982k | 8.5k | 115.01 |
| 2023-06-30 | $1.1M | 9.1k | 122.58 |
| 2023-03-31 | $1.1M | 8.7k | 123.71 |
| 2022-12-31 | $1.3M | 10k | 125.11 |
| 2022-09-30 | $1.1M | 10k | 111.49 |
| 2022-06-30 | $1.3M | 11k | 118.65 |
| 2022-03-31 | $1.6M | 13k | 128.10 |
More positions owned by Wescott Financial Advisory Group
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