SPDR S&P Dividend shares owned by Berger Financial Group
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 2.4k | 140.04 |
| 2025-06-30 | $399k | 2.9k | 135.72 |
| 2025-03-31 | $404k | 3.0k | 135.66 |
| 2024-12-31 | $400k | 3.0k | 132.09 |
| 2024-09-30 | $435k | 3.1k | 142.03 |
| 2024-03-31 | $389k | 3.0k | 131.26 |
| 2023-12-31 | $372k | 3.0k | 124.98 |
| 2023-09-30 | $348k | 3.0k | 115.02 |
| 2023-06-30 | $367k | 3.0k | 122.59 |
| 2023-03-31 | $370k | 3.0k | 123.71 |
| 2022-12-31 | $382k | 3.1k | 125.13 |
| 2022-09-30 | $365k | 3.3k | 111.55 |
| 2022-06-30 | $360k | 3.0k | 118.58 |
| 2022-03-31 | $363k | 2.8k | 128.22 |
| 2021-12-31 | $365k | 2.8k | 129.11 |
| 2021-09-30 | $266k | 2.3k | 117.54 |
| 2021-06-30 | $273k | 2.2k | 122.09 |
| 2021-03-31 | $262k | 2.2k | 118.02 |
| 2020-12-31 | $232k | 2.2k | 105.89 |