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SPDR S&P Dividend shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 2.2k 124.97
2023-09-30 $250k 2.2k 115.01
2023-06-30 $256k 2.1k 122.58
2023-03-31 $258k 2.1k 123.71
2022-12-31 $261k 2.1k 125.11
2022-09-30 $233k 2.1k 111.59
2022-06-30 $248k 2.1k 118.77
2022-03-31 $267k 2.1k 127.87
2021-12-31 $270k 2.1k 129.31
2021-09-30 $245k 2.1k 117.34
2021-06-30 $255k 2.1k 122.13
2021-03-31 $246k 2.1k 117.82
2020-12-31 $239k 2.3k 105.80
2018-12-31 $285k 3.2k 89.40
2018-09-30 $312k 3.2k 97.87
2018-06-30 $296k 3.2k 92.85
2018-03-31 $291k 3.2k 91.28
2017-12-31 $301k 3.2k 94.42
2017-09-30 $403k 4.4k 91.42