SPDR S&P Dividend shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.6k | 69 | 139.17 |
| 2025-09-30 | $9.7k | 69 | 140.06 |
| 2025-06-30 | $14k | 105 | 135.73 |
| 2025-03-31 | $16k | 116 | 135.68 |
| 2024-12-31 | $19k | 147 | 132.10 |
| 2024-09-30 | $21k | 147 | 142.04 |
| 2024-06-30 | $19k | 147 | 127.18 |
| 2024-03-31 | $19k | 147 | 131.24 |
| 2023-12-31 | $17k | 147 | 115.01 |
| 2023-09-30 | $17k | 147 | 115.01 |
| 2023-06-30 | $18k | 147 | 122.59 |
| 2023-03-31 | $18k | 147 | 123.71 |