Beaumont Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,195 shares of SDY stock, worth $694,519. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,195

Previous 5,195 -0.0%

Holding current value

$694,519

Previous $660,000 11.67%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$124.6 - $132.46 $4,984 - $5,298	-40 Reduced 0.76%	5,195 $660,000
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $19,442 - $20,867	-159 Reduced 2.95%	5,235 $687,000
Q4 2023 Jan 31, 2024	SELL	$110.2 - $125.58 $8,926 - $10,171	-81 Reduced 1.48%	5,394 $674,000
Q3 2023 Nov 01, 2023	SELL	$115.01 - $127.58 $11,616 - $12,885	-101 Reduced 1.81%	5,475 $629,000
Q2 2023 Aug 02, 2023	SELL	$117.3 - $124.97 $23,577 - $25,118	-201 Reduced 3.48%	5,576 $683,000
Q1 2023 May 08, 2023	SELL	$117.74 - $132.18 $161,186 - $180,954	-1,369 Reduced 19.16%	5,777 $714,000
Q4 2022 Jan 25, 2023	BUY	$112.65 - $131.57 $804,996 - $940,199	7,146 New	7,146 $0

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History