Beacon Bridge Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 7,039 shares of SDY stock, worth $942,733. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,039

Previous 12,040 41.54%

Holding current value

$942,733

Previous $1.5 Billion 38.6%

% of portfolio

0.44%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$122.28 - $131.24 $611,522 - $656,331	-5,001 Reduced 41.54%	7,039 $924 Million
Q4 2023 Feb 09, 2024	SELL	$110.2 - $125.58 $1.26 Million - $1.44 Million	-11,434 Reduced 48.71%	12,040 $1.5 Billion
Q3 2023 Nov 14, 2023	BUY	$115.01 - $127.58 $224,154 - $248,653	1,949 Added 9.05%	23,474 $2.7 Billion
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $279,525 - $297,803	2,383 Added 12.45%	21,525 $2.64 Billion
Q1 2023 May 08, 2023	SELL	$117.74 - $132.18 $101,962 - $114,467	-866 Reduced 4.33%	19,142 $2.37 Billion

Q4 2022 Feb 10, 2023	BUY	$121.48 - $131.57 $2.43 Million - $2.63 Million	20,008 New	20,008 $2.5 Billion

Others Institutions Holding SDY

# of Institutions

1,191

Shares Held

69.8M

Call Options Held

99.8K

Put Options Held

17.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Beacon Bridge Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History