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Spdr Ser Tr sp500 high div shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Spdr Ser Tr sp500 high div

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 high div held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 high div by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 30k 39.19
2023-09-30 $1.7M 48k 35.07
2023-06-30 $2.2M 58k 37.08
2023-03-31 $4.5M 118k 38.13
2022-12-31 $4.5M 113k 39.58
2022-09-30 $3.9M 109k 35.47
2022-06-30 $3.9M 98k 39.91
2022-03-31 $3.1M 71k 43.95
2021-12-31 $1.1M 25k 42.03
2021-09-30 $824k 21k 39.14
2021-06-30 $766k 19k 40.08