SPDR S&P Dividend shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by YHB 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 YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 3.7k | 140.03 |
| 2025-06-30 | $525k | 3.9k | 135.73 |
| 2025-03-31 | $540k | 4.0k | 135.68 |
| 2024-12-31 | $519k | 3.9k | 132.10 |
| 2024-09-30 | $567k | 4.0k | 142.04 |
| 2024-06-30 | $540k | 4.2k | 127.17 |
| 2024-03-31 | $526k | 4.0k | 131.25 |
| 2023-12-31 | $656k | 5.3k | 124.97 |
| 2023-09-30 | $755k | 6.6k | 115.02 |
| 2023-06-30 | $845k | 6.9k | 122.58 |
| 2023-03-31 | $830k | 6.7k | 123.71 |
| 2022-12-31 | $768k | 6.1k | 125.11 |
| 2022-09-30 | $650k | 5.8k | 111.47 |
| 2022-06-30 | $680k | 5.7k | 118.69 |
| 2022-03-31 | $707k | 5.5k | 128.08 |
| 2021-12-31 | $579k | 4.5k | 129.18 |
| 2021-09-30 | $433k | 3.7k | 117.47 |
| 2021-06-30 | $477k | 3.9k | 122.31 |
| 2021-03-31 | $410k | 3.4k | 121.45 |
| 2020-12-31 | $330k | 3.1k | 106.08 |
| 2020-09-30 | $240k | 2.6k | 92.59 |