SPDR S&P Dividend shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in SPDR S&P Dividend
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All positions including SPDR S&P Dividend held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P Dividend by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $338k | 2.4k | 143.34 |
| 2024-06-30 | $300k | 2.4k | 127.17 |
| 2024-03-31 | $313k | 2.4k | 131.23 |
| 2023-12-31 | $298k | 2.4k | 124.96 |
| 2023-09-30 | $232k | 2.0k | 115.01 |
| 2023-06-30 | $232k | 1.9k | 122.58 |
| 2023-03-31 | $235k | 1.9k | 123.71 |
| 2019-09-30 | $212k | 2.1k | 102.32 |