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 1,879 shares of SDY stock, worth $259,640. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,879
Previous 1,876 0.16%
Holding current value
$259,640
Previous $238,000 11.76%
% of portfolio
0.1%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$125.95 - $142.04 $377 - $426
3 Added 0.16%
1,879 $266,000
Q2 2024

Jul 26, 2024

BUY
$124.6 - $132.46 $623 - $662
5 Added 0.27%
1,876 $238,000
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
$112.65 - $131.57 $33,795 - $39,471
-300 Reduced 14.11%
1,826 $0
Q3 2022

Oct 21, 2022

BUY
$111.5 - $132.34 $237,049 - $281,354
2,126 New
2,126 $237,000
Q2 2022

Jul 25, 2022

SELL
$114.07 - $132.3 $209,204 - $242,638
-1,834 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$121.65 - $130.75 $364 - $392
3 Added 0.16%
1,834 $235,000
Q4 2021

Jan 21, 2022

BUY
$118.81 - $129.12 $594 - $645
5 Added 0.27%
1,831 $236,000
Q3 2021

Nov 15, 2021

BUY
$117.12 - $125.76 $351 - $377
3 Added 0.16%
1,826 $215,000
Q2 2021

Jul 14, 2021

BUY
$118.74 - $127.47 $474 - $509
4 Added 0.22%
1,823 $223,000
Q1 2021

Apr 20, 2021

SELL
$104.47 - $119.79 $12,745 - $14,614
-122 Reduced 6.29%
1,819 $215,000
Q4 2020

Jan 25, 2021

BUY
$91.76 - $107.36 $178,106 - $208,385
1,941 New
1,941 $205,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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