SPDR S&P Dividend shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 57k | 140.05 |
| 2025-06-30 | $4.6M | 34k | 135.73 |
| 2025-03-31 | $4.6M | 34k | 135.68 |
| 2024-12-31 | $4.5M | 34k | 132.10 |
| 2024-09-30 | $4.7M | 33k | 142.04 |
| 2024-06-30 | $4.4M | 34k | 127.18 |
| 2024-03-31 | $4.7M | 36k | 131.24 |
| 2023-12-31 | $4.5M | 36k | 124.97 |
| 2023-09-30 | $5.4M | 47k | 115.02 |
| 2023-06-30 | $2.4M | 19k | 122.58 |
| 2023-03-31 | $2.6M | 21k | 123.72 |
| 2022-12-31 | $2.0M | 16k | 125.12 |
| 2022-09-30 | $1.5M | 14k | 111.40 |
| 2022-06-30 | $1.4M | 12k | 118.98 |
| 2022-03-31 | $1.7M | 13k | 128.14 |
| 2021-12-31 | $1.6M | 13k | 129.08 |
| 2021-09-30 | $2.8M | 24k | 117.55 |
| 2021-06-30 | $3.0M | 25k | 122.26 |
| 2021-03-31 | $2.9M | 25k | 117.97 |
| 2020-12-31 | $3.1M | 30k | 106.01 |
| 2020-09-30 | $3.2M | 35k | 92.44 |
| 2020-06-30 | $4.3M | 47k | 91.12 |
| 2020-03-31 | $4.2M | 53k | 80.00 |
| 2019-12-31 | $1.5M | 14k | 107.68 |
| 2019-09-30 | $1.4M | 14k | 102.71 |
| 2019-06-30 | $1.4M | 14k | 101.02 |
| 2019-03-31 | $1.4M | 15k | 99.41 |
| 2018-12-31 | $1.2M | 14k | 89.54 |