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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Beacon Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Beacon Capital Management

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
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
Capital Investment Advisors

View all funds holding SPDR S&P Dividend