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SPDR S&P Dividend shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 1.7k 140.05
2025-06-30 $234k 1.7k 135.73
2024-12-31 $238k 1.8k 134.88
2024-09-30 $251k 1.8k 142.04
2023-12-31 $420k 3.4k 124.97
2023-09-30 $563k 4.9k 115.01
2023-06-30 $645k 5.3k 122.58
2023-03-31 $658k 5.3k 123.71
2022-12-31 $642k 5.1k 125.11