Beverly Hills Private Wealth »

SPDR S&P Dividend shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P Dividend by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 1.8k 131.22
2023-12-31 $321k 2.6k 124.99
2023-09-30 $293k 2.5k 115.01
2023-06-30 $315k 2.5k 124.41
2023-03-31 $312k 2.5k 123.71
2022-12-31 $230k 1.8k 125.11