SPDR S&P Dividend shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by EP Wealth 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 37k | 124.97 |
| 2023-09-30 | $4.5M | 39k | 115.01 |
| 2023-06-30 | $4.5M | 6.8k | 662.73 |
| 2023-03-31 | $0 | 10k | 0.00 |
| 2022-12-31 | $5.0M | 40k | 125.11 |
| 2022-09-30 | $3.4M | 30k | 111.49 |
| 2022-06-30 | $3.3M | 28k | 118.71 |
| 2022-03-31 | $3.7M | 29k | 128.10 |
| 2021-12-31 | $3.6M | 28k | 129.11 |
| 2021-09-30 | $3.6M | 3.6k | 984.29 |
| 2021-06-30 | $2.6M | 21k | 122.29 |
| 2021-03-31 | $2.8M | 24k | 118.05 |
| 2020-12-31 | $2.3M | 22k | 105.94 |
| 2020-09-30 | $2.1M | 22k | 92.41 |
| 2020-06-30 | $2.2M | 24k | 91.22 |
| 2020-03-31 | $2.0M | 25k | 79.88 |
| 2019-12-31 | $2.8M | 26k | 107.58 |
| 2019-09-30 | $2.8M | 28k | 102.59 |
| 2019-06-30 | $3.1M | 31k | 100.87 |
| 2019-03-31 | $3.2M | 32k | 99.42 |
| 2018-12-31 | $3.0M | 34k | 89.52 |
| 2018-09-30 | $1.8M | 19k | 97.95 |