SPDR S&P Dividend shares owned by Beacon Capital Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Beacon Capital Management 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 Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $101k | 741 | 135.65 |
| 2025-03-31 | $128k | 946 | 135.61 |
| 2024-12-31 | $258k | 2.0k | 132.10 |
| 2024-09-30 | $261k | 1.8k | 142.05 |
| 2024-06-30 | $215k | 1.7k | 127.18 |
| 2024-03-31 | $222k | 1.7k | 131.24 |
| 2023-12-31 | $168k | 1.5k | 115.01 |
| 2023-09-30 | $188k | 1.5k | 122.58 |
| 2023-06-30 | $188k | 1.5k | 122.58 |
| 2023-03-31 | $56k | 455 | 123.71 |
| 2022-12-31 | $57k | 455 | 125.11 |
| 2022-09-30 | $33k | 275 | 118.18 |
| 2022-06-30 | $35k | 275 | 127.27 |
| 2022-03-31 | $35k | 275 | 127.27 |