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
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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 |
|---|---|---|---|
| 2025-09-30 | $645k | 4.6k | 140.05 |
| 2025-06-30 | $742k | 5.5k | 135.73 |
| 2025-03-31 | $733k | 5.4k | 135.68 |
| 2024-12-31 | $675k | 5.1k | 132.10 |
| 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
View all positions for Beaumont Financial Advisors