A detailed history of Beacon Investment Advisory Services, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 2,088 shares of SDY stock, worth $277,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,088
Previous 2,088 -0.0%
Holding current value
$277,035
Previous $265,000 11.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2024

SELL
$122.28 - $131.24 $10,516 - $11,286
-86 Reduced 3.96%
2,088 $274,000
Q4 2023

Feb 12, 2024

BUY
$110.2 - $125.58 $220 - $251
2 Added 0.09%
2,174 $271,000
Q3 2023

Oct 31, 2023

BUY
$115.01 - $127.58 $9,660 - $10,716
84 Added 4.02%
2,172 $249,000
Q1 2021

May 21, 2021

SELL
$104.47 - $119.79 $17,864 - $20,484
-171 Reduced 7.57%
2,088 $246,000
Q4 2020

Feb 08, 2021

BUY
$91.76 - $107.36 $207,285 - $242,526
2,259 New
2,259 $239,000
Q1 2019

May 15, 2019

SELL
N/A
-3,188 Closed
0 $0
Q4 2017

Feb 02, 2018

SELL
N/A
-1,220 Reduced 27.68%
3,188 $301,000
Q3 2017

Nov 14, 2017

BUY
N/A
4,408
4,408 $403,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.