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
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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 |
|---|---|---|---|
| 2025-09-30 | $246k | 1.8k | 140.04 |
| 2025-06-30 | $238k | 1.8k | 135.72 |
| 2025-03-31 | $238k | 1.8k | 135.71 |
| 2024-12-31 | $242k | 1.8k | 132.13 |
| 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 |