SPDR S&P Dividend shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth Management investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Benchmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Dividend by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $765k | 5.6k | 135.73 |
| 2025-03-31 | $772k | 5.7k | 135.68 |
| 2024-12-31 | $751k | 5.7k | 132.10 |
| 2024-09-30 | $808k | 5.7k | 142.04 |
| 2024-06-30 | $723k | 5.7k | 127.18 |
| 2024-03-31 | $746k | 5.7k | 131.24 |
| 2023-12-31 | $711k | 5.7k | 124.97 |
| 2023-09-30 | $677k | 5.9k | 115.01 |
| 2023-06-30 | $746k | 6.1k | 122.58 |
| 2023-03-31 | $750k | 6.1k | 123.26 |
| 2022-12-31 | $761k | 6.1k | 125.11 |
| 2022-09-30 | $595k | 5.3k | 111.51 |
| 2022-06-30 | $633k | 5.3k | 118.63 |
| 2022-03-31 | $799k | 6.2k | 128.15 |
| 2021-12-31 | $805k | 6.2k | 129.11 |
| 2021-09-30 | $733k | 6.2k | 117.56 |
| 2021-06-30 | $786k | 6.4k | 122.26 |
| 2021-03-31 | $793k | 6.7k | 118.06 |
| 2020-12-31 | $712k | 6.7k | 106.00 |
| 2020-09-30 | $621k | 6.7k | 92.45 |
| 2020-06-30 | $613k | 6.7k | 91.26 |
| 2020-03-31 | $536k | 6.7k | 79.80 |
| 2019-12-31 | $723k | 6.7k | 107.64 |
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