SPDR S&P Dividend shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 1.6k | 140.02 |
| 2025-06-30 | $229k | 1.7k | 135.77 |
| 2025-03-31 | $242k | 1.8k | 135.67 |
| 2024-12-31 | $236k | 1.8k | 132.09 |
| 2024-09-30 | $252k | 1.8k | 142.02 |
| 2024-03-31 | $232k | 1.8k | 131.22 |
| 2023-12-31 | $321k | 2.6k | 124.99 |
| 2023-09-30 | $293k | 2.5k | 115.01 |
| 2023-06-30 | $315k | 2.5k | 124.41 |
| 2023-03-31 | $312k | 2.5k | 123.71 |
| 2022-12-31 | $230k | 1.8k | 125.11 |
More positions owned by Beverly Hills Private Wealth
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