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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Beaumont Financial Advisors
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