BCMLT
SDY icon

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

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-741
Closed -$101K – 842
2025
Q2 		$101K Sell
741
-205
-22% -$27.2K 0.01% 208
2025
Q1 		$128K Sell
946
-1,005
-52% -$135K 0.02% 163
2024
Q4 		$258K Buy
1,951
+112
+6% +$15.6K 0.03% 103
2024
Q3 		$261K Buy
1,839
+145
+9% +$19.6K 0.04% 101
2024
Q2 		$215K Hold
1,694
– – 0.04% 97
2024
Q1 		$222K Buy
1,694
+238
+16% +$29.9K 0.05% 99
2023
Q4 		$167K Sell
1,456
-81
-5% -$9.51K 0.05% 100
2023
Q3 		$188K Hold
1,537
– – 0.05% 98
2023
Q2 		$188K Buy
1,537
+1,082
+238% +$132K 0.05% 98
2023
Q1 		$56.3K Hold
455
– – 0.02% 202
2022
Q4 		$56.9K Buy
455
+180
+65% +$22.2K 0.02% 204
2022
Q3 		$33K Hold
275
– – 0.01% 270
2022
Q2 		$35K Hold
275
– – 0.01% 297
2022
Q1 		$35K Buy
+275
New +$34.8K 0.01% 297

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SDY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 741 shares — an estimated $101K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SDY in Q1 2022 and held it in 14 quarters. The position peaked at $261K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 741 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $101K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street SPDR S&P Dividend ETF position peaked at $261K in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.