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SPDR S&P Dividend shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $738k 5.2k 142.03
2024-06-30 $661k 5.2k 127.17
2024-03-31 $687k 5.2k 131.24
2023-12-31 $674k 5.4k 124.97
2023-09-30 $630k 5.5k 115.01
2023-06-30 $684k 5.6k 122.58
2023-03-31 $715k 5.8k 123.71
2022-12-31 $894k 7.1k 125.11