Beacon Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Investment Advisory Services’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
2026 Q2	$417K	Sell	2,743 -120	-4%	-$17.9K	0.02%	197
2026 Q1	$418K	Sell	2,863 -295	-9%	-$44K	0.02%	196
2025 Q4	$439K	Buy	3,158 +295	+10%	+$41K	0.02%	187
2025 Q3	$401K	Hold	2,863	–	–	0.02%	195
2025 Q2	$389K	Buy	2,863 +400	+16%	+$53K	0.02%	190
2025 Q1	$334K	Buy	2,463 +375	+18%	+$50.4K	0.02%	190
2024 Q4	$276K	Hold	2,088	–	–	0.01%	217
2024 Q3	$297K	Hold	2,088	–	–	0.01%	220
2024 Q2	$266K	Hold	2,088	–	–	0.01%	228
2024 Q1	$274K	Sell	2,088 -86	-4%	-$10.8K	0.01%	231
2023 Q4	$272K	Buy	2,174 +2	+0.1%	+$235	0.01%	233
2023 Q3	$250K	Buy	2,172 +84	+4%	+$10.3K	0.01%	247
2023 Q2	$256K	Hold	2,088	–	–	0.01%	250
2023 Q1	$258K	Hold	2,088	–	–	0.01%	245
2022 Q4	$261K	Hold	2,088	–	–	0.01%	244
2022 Q3	$233K	Hold	2,088	–	–	0.01%	254
2022 Q2	$248K	Hold	2,088	–	–	0.01%	251
2022 Q1	$267K	Hold	2,088	–	–	0.01%	259
2021 Q4	$270K	Hold	2,088	–	–	0.01%	267
2021 Q3	$245K	Hold	2,088	–	–	0.01%	272
2021 Q2	$255K	Hold	2,088	–	–	0.01%	277
2021 Q1	$246K	Sell	2,088 -171	-8%	-$19.2K	0.01%	273
2020 Q4	$239K	Buy	+2,259	New	+$229K	0.01%	252
2019 Q1	–	Sell	-3,188	Closed	-$285K	–	252
2018 Q4	$285K	Hold	3,188	–	–	0.03%	208
2018 Q3	$312K	Hold	3,188	–	–	0.03%	216
2018 Q2	$296K	Hold	3,188	–	–	0.03%	214
2018 Q1	$291K	Hold	3,188	–	–	0.03%	221
2017 Q4	$301K	Sell	3,188 -1,220	-28%	-$114K	0.03%	203
2017 Q3	$403K	Buy	+4,408	New	+$395K	0.03%	200

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Investment Advisory Services's SDY Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q2 2026, selling an estimated $17.9K and leaving 2,743 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #197.

Beacon Investment Advisory Services first reported a position in SDY in Q3 2017 and has held it in 29 quarters since. The position peaked at $439K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Beacon Investment Advisory Services held 2,743 shares of State Street SPDR S&P Dividend ETF worth $417K as of Q2 2026.
Beacon Investment Advisory Services sold 120 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $17.9K.
State Street SPDR S&P Dividend ETF made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #197 holding.
Beacon Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 29 quarters since.
Beacon Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $439K in Q4 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.