SPDR S&P Dividend shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97k | 694 | 140.05 |
| 2025-06-30 | $94k | 694 | 135.73 |
| 2025-03-31 | $94k | 694 | 135.68 |
| 2024-12-31 | $92k | 694 | 132.10 |
More positions owned by Bernard Wealth Management Corp.
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