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SPDR S&P Dividend shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $924k 7.0k 131.24
2023-12-31 $1.5M 12k 124.97
2023-09-30 $2.7M 24k 115.01
2023-06-30 $2.6M 22k 122.58
2023-03-31 $2.4M 19k 123.71
2022-12-31 $2.5M 20k 125.11

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfli Intrmdit (SPTI)

View all positions for Beacon Bridge Wealth Partners

Top funds holding SPDR S&P Dividend

Bank of America Corporation
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Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings

View all funds holding SPDR S&P Dividend