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
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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 |
|---|---|---|---|
| 2025-09-30 | $597k | 4.3k | 140.05 |
| 2025-06-30 | $546k | 4.0k | 135.73 |
| 2025-03-31 | $546k | 4.0k | 135.68 |
| 2024-12-31 | $555k | 4.2k | 132.10 |
| 2024-09-30 | $715k | 5.0k | 142.04 |
| 2024-06-30 | $680k | 5.3k | 127.18 |
| 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
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