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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 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 5,108 shares of SDY stock, worth $682,530. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,108

Previous 5,195 1.67%

Holding current value

$682,530

Previous $737,000 8.55%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$131.66 - $144.0 $11,454 - $12,528	-87 Reduced 1.67%	5,108 $674,000
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

1,307

Shares Held

72.5M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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