Spdr Ser Tr sp500 high div shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr sp500 high div (SPYD) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Spdr Ser Tr sp500 high div
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Quarterly reported holdings in Spdr Ser Tr sp500 high div by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $221k | 6.0k | 37.08 |
| 2023-03-31 | $232k | 6.1k | 38.00 |
| 2022-12-31 | $223k | 5.6k | 39.58 |
| 2022-09-30 | $200k | 5.6k | 35.52 |
| 2022-06-30 | $476k | 12k | 39.88 |
| 2022-03-31 | $740k | 17k | 43.95 |
| 2021-12-31 | $884k | 21k | 42.07 |
| 2021-09-30 | $696k | 18k | 39.15 |
| 2021-06-30 | $673k | 17k | 40.10 |
| 2021-03-31 | $286k | 7.4k | 38.44 |
| 2020-12-31 | $433k | 13k | 32.93 |
| 2020-09-30 | $481k | 18k | 27.42 |
| 2020-06-30 | $470k | 17k | 27.86 |
| 2020-03-31 | $405k | 17k | 24.58 |
| 2019-12-31 | $432k | 11k | 39.42 |
| 2019-09-30 | $404k | 11k | 37.96 |
| 2018-09-30 | $134k | 3.6k | 37.60 |
| 2018-06-30 | $168k | 4.5k | 37.37 |
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