West Branch Capital »

SPDR S&P Dividend shares owned by West Branch Capital

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3k 40 131.25
2023-12-31 $5.0k 40 124.98
2023-09-30 $4.6k 40 115.03
2023-06-30 $4.9k 40 122.60
2023-03-31 $4.9k 40 123.73
2022-12-31 $5.0k 40 125.10
2022-09-30 $4.0k 40 100.00
2022-06-30 $5.0k 40 125.00
2022-03-31 $5.0k 40 125.00
2021-12-31 $5.0k 40 125.00
2021-09-30 $5.0k 40 125.00
2021-06-30 $17k 142 119.72