SPDR S&P Dividend shares owned by WMS Partners
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 1.7k | 142.04 |
| 2020-06-30 | $264k | 2.9k | 91.25 |
| 2020-03-31 | $231k | 2.9k | 79.85 |
| 2019-12-31 | $476k | 4.4k | 107.57 |
| 2019-09-30 | $614k | 6.0k | 102.59 |
| 2019-06-30 | $817k | 8.1k | 100.91 |
| 2019-03-31 | $674k | 6.8k | 99.37 |
| 2018-12-31 | $402k | 4.5k | 89.57 |
| 2018-09-30 | $435k | 4.4k | 98.02 |
| 2018-06-30 | $482k | 5.2k | 92.71 |
| 2018-03-31 | $474k | 5.2k | 91.17 |
| 2017-12-31 | $543k | 5.7k | 94.45 |
| 2017-09-30 | $525k | 5.7k | 91.32 |
| 2017-06-30 | $558k | 6.3k | 88.97 |
| 2017-03-31 | $553k | 6.3k | 88.17 |
| 2016-12-31 | $545k | 6.4k | 85.52 |
| 2016-09-30 | $538k | 6.4k | 84.42 |
| 2016-06-30 | $505k | 6.0k | 83.85 |
| 2015-03-31 | $221k | 2.8k | 78.23 |