SPDR S&P Dividend shares owned by Western Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 21k | 140.05 |
| 2025-06-30 | $2.7M | 20k | 135.73 |
| 2025-03-31 | $2.8M | 20k | 135.68 |
| 2024-12-31 | $2.7M | 21k | 132.10 |
| 2024-09-30 | $2.5M | 18k | 142.04 |
| 2024-06-30 | $2.3M | 18k | 127.18 |
| 2024-03-31 | $2.5M | 19k | 131.24 |
| 2023-12-31 | $2.4M | 19k | 124.97 |
| 2023-09-30 | $2.5M | 22k | 115.01 |
| 2023-06-30 | $6.9M | 56k | 122.58 |
| 2023-03-31 | $7.0M | 57k | 123.71 |
| 2022-12-31 | $6.9M | 55k | 125.11 |
| 2022-09-30 | $11M | 102k | 111.42 |
| 2022-06-30 | $10M | 85k | 118.66 |
| 2022-03-31 | $8.8M | 68k | 128.14 |
| 2021-12-31 | $2.2M | 17k | 129.34 |
| 2021-06-30 | $2.0M | 16k | 122.15 |
| 2021-03-31 | $1.8M | 16k | 118.00 |
| 2020-12-31 | $1.8M | 17k | 105.94 |
| 2020-09-30 | $1.5M | 16k | 92.44 |
| 2020-06-30 | $1.5M | 17k | 91.29 |
| 2020-03-31 | $1.1M | 14k | 80.04 |
| 2019-12-31 | $1.3M | 12k | 107.54 |
| 2019-09-30 | $1.1M | 10k | 102.69 |
| 2019-06-30 | $1.0M | 10k | 100.92 |
| 2019-03-31 | $1.2M | 12k | 99.79 |
| 2018-12-31 | $980k | 11k | 89.69 |