BFG
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Beacon Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Financial Group’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
2015
Q3 		– Sell
-4,866
Closed -$371K – 174
2015
Q2 		$371K Hold
4,866
– – 0.08% 132
2015
Q1 		$383K Sell
4,866
-432
-8% -$33.9K 0.09% 121
2014
Q4 		$422K Buy
5,298
+2,008
+61% +$157K 0.09% 121
2014
Q3 		$385K Sell
3,290
-1,576
-32% -$120K 0.08% 134
2014
Q2 		$372K Hold
4,866
– – 0.08% 129
2014
Q1 		$354K Sell
4,866
-357
-7% -$25.7K 0.07% 139
2013
Q4 		$379K Buy
5,223
+1
+0% +$72 0.07% 147
2013
Q3 		$361K Buy
+5,222
New +$360K 0.08% 138

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