Beacon Investment Advisory Services, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Beacon Investment Advisory Services, Inc.

$2.29 Billion
Q1 2024

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 $266,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,174 3.96%

Holding current value

$266,136

Previous $271,000 1.11%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-171 Reduced 7.57%	2,088 $246,000
Q4 2020 Feb 08, 2021	BUY	N/A	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

# of Institutions

1,200

Shares Held

70.2M

Call Options Held

99.8K

Put Options Held

17.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Beacon Investment Advisory Services, Inc. Spdr Series Tr Spdr S&P Divide Transaction History