Beacon Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401K | Hold |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $301K | Sell |
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|
2017
Q3 | $403K | Buy |
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