Beacon Financial Advisory LLC Spdr Series Tr Spdr S&P Divide Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,871 shares of SDY stock, worth $247,739. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,970 5.03%
Holding current value
$247,739
Previous $246,000 0.41%
% of portfolio
0.13%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$122.28 - $131.24 $12,105 - $12,992
-99 Reduced 5.03%
1,871 $245,000
Q4 2023

Jan 23, 2024
BUY
$110.2 - $125.58 $217,094 - $247,392
1,970 New
1,970 $246,000
Q2 2023

Jul 17, 2023
BUY
$117.3 - $124.97 $117 - $124
1 Added 0.06%
1,693 $207,000
Q1 2023

Apr 18, 2023
SELL
$117.74 - $132.18 $15,777 - $17,712
-134 Reduced 7.34%
1,692 $209,000
Q4 2022

Jan 20, 2023
SELL
$121.48 - $131.57 $36,444 - $39,471
-300 Reduced 14.11%
1,826 $0
Q3 2022

Oct 21, 2022
BUY
N/A
2,126 New
2,126 $237,000
Q2 2022

Jul 25, 2022
SELL
N/A
-1,834 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
N/A
3 Added 0.16%
1,834 $235,000
Q4 2021

Jan 21, 2022
BUY
N/A
5 Added 0.27%
1,831 $236,000
Q3 2021

Nov 15, 2021
BUY
N/A
3 Added 0.16%
1,826 $215,000
Q2 2021

Jul 14, 2021
BUY
N/A
4 Added 0.22%
1,823 $223,000
Q1 2021

Apr 20, 2021
SELL
N/A
-122 Reduced 6.29%
1,819 $215,000
Q4 2020

Jan 25, 2021
BUY
N/A
1,941 New
1,941 $205,000

Others Institutions Holding SDY

# of Institutions
1,191
Shares Held
69.9M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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