Beacon Capital Management Inc (Ohio)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-250	Closed	-$30.9K	–	83
2023 Q1	$30.9K	Buy	+250	New	+$31.5K	﹤0.01%	45
2019 Q3	–	Sell	-1	Closed	–	–	143
2019 Q2	$0	Buy	+1	New	+$100	﹤0.01%	163
2016 Q4	–	Sell	-13	Closed	-$1K	–	97
2016 Q3	$1K	Buy	+13	New	+$1.11K	﹤0.01%	96
2014 Q2	–	Sell	-30	Closed	-$2K	–	271
2014 Q1	$2K	Buy	+30	New	+$2.16K	﹤0.01%	213

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SDY Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 250 shares — an estimated $30.9K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SDY in Q1 2014 and held it in 4 quarters. The position peaked at $30.9K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 250 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $30.9K.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s State Street SPDR S&P Dividend ETF position peaked at $30.9K in Q1 2023.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.