Spdr Ser Tr sp500 high div shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Spdr Ser Tr sp500 high div
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All positions including Spdr Ser Tr sp500 high div held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $371k | 8.1k | 45.65 |
2024-06-30 | $327k | 8.1k | 40.23 |
2024-03-31 | $305k | 7.5k | 40.71 |
2023-12-31 | $294k | 7.5k | 39.19 |
2023-09-30 | $263k | 7.5k | 35.07 |
2023-06-30 | $278k | 7.5k | 37.08 |
2023-03-31 | $285k | 7.5k | 38.00 |
2022-12-31 | $297k | 7.5k | 39.58 |
2022-09-30 | $266k | 7.5k | 35.47 |
2022-06-30 | $299k | 7.5k | 39.87 |
2022-03-31 | $330k | 7.5k | 44.00 |
2021-12-31 | $315k | 7.5k | 42.00 |
2021-09-30 | $293k | 7.5k | 39.07 |
2021-06-30 | $301k | 7.5k | 40.13 |
2021-03-31 | $289k | 7.5k | 38.53 |
2020-12-31 | $247k | 7.5k | 32.93 |