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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Berger Financial 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
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