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SPDR S&P Dividend shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 2.3k 140.05
2025-06-30 $317k 2.3k 135.73
2025-03-31 $807k 5.9k 135.68
2024-12-31 $847k 6.4k 132.10
2024-09-30 $950k 6.7k 142.04
2024-06-30 $933k 7.1k 131.24
2024-03-31 $893k 7.1k 125.65
2023-12-31 $894k 7.2k 125.02