SPDR S&P Dividend shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Financial Advisory 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 Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $267k | 1.9k | 142.02 |
2024-06-30 | $239k | 1.9k | 127.15 |
2024-03-31 | $246k | 1.9k | 131.23 |
2023-12-31 | $246k | 2.0k | 124.96 |
2023-06-30 | $208k | 1.7k | 122.60 |
2023-03-31 | $209k | 1.7k | 123.71 |
2022-12-31 | $229k | 1.8k | 125.11 |
2022-09-30 | $237k | 2.1k | 111.48 |
2022-03-31 | $235k | 1.8k | 128.14 |
2021-12-31 | $236k | 1.8k | 128.89 |
2021-09-30 | $215k | 1.8k | 117.74 |
2021-06-30 | $223k | 1.8k | 122.33 |
2021-03-31 | $215k | 1.8k | 118.20 |
2020-12-31 | $205k | 1.9k | 105.62 |