Spdr S&p 500 Etf shares owned by Beacon Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 1.4k | 666.35 |
| 2025-06-30 | $831k | 1.3k | 617.94 |
| 2025-03-31 | $724k | 1.3k | 559.41 |
| 2024-12-31 | $826k | 1.4k | 586.03 |
| 2024-09-30 | $786k | 1.4k | 573.64 |
| 2024-06-30 | $859k | 1.6k | 544.07 |
| 2024-03-31 | $826k | 1.6k | 523.20 |
| 2023-12-31 | $1.1M | 2.2k | 475.35 |
| 2023-09-30 | $720k | 1.6k | 450.00 |
| 2023-06-30 | $765k | 1.7k | 437.89 |
| 2023-03-31 | $722k | 1.8k | 409.76 |
| 2022-12-31 | $753k | 2.0k | 384.77 |
| 2022-09-30 | $680k | 1.9k | 362.28 |
| 2022-06-30 | $751k | 1.9k | 386.52 |
| 2022-03-31 | $762k | 1.7k | 457.38 |
| 2021-12-31 | $783k | 1.6k | 477.73 |
| 2021-09-30 | $1.2M | 2.8k | 434.30 |
| 2021-06-30 | $1.1M | 2.6k | 430.97 |
| 2021-03-31 | $1.1M | 2.8k | 380.48 |
| 2020-12-31 | $1.1M | 2.8k | 380.48 |
| 2020-09-30 | $887k | 2.6k | 338.55 |
| 2020-06-30 | $723k | 2.4k | 304.29 |
| 2020-03-31 | $642k | 2.5k | 261.51 |
| 2019-12-31 | $891k | 2.8k | 321.89 |
| 2019-09-30 | $810k | 2.7k | 295.30 |
| 2019-06-30 | $930k | 3.2k | 293.10 |
| 2019-03-31 | $388k | 10k | 37.23 |
| 2018-12-31 | $286k | 1.2k | 247.40 |
| 2018-09-30 | $434k | 1.5k | 290.88 |
| 2018-06-30 | $405k | 1.5k | 271.45 |
| 2018-03-31 | $393k | 1.5k | 263.40 |
| 2017-12-31 | $470k | 1.8k | 266.74 |
| 2017-09-30 | $445k | 1.8k | 250.99 |
| 2017-06-30 | $422k | 1.7k | 241.28 |
| 2017-03-31 | $310k | 1.4k | 223.34 |
| 2016-12-31 | $310k | 1.4k | 223.34 |
| 2016-09-30 | $273k | 1.3k | 214.96 |
| 2016-06-30 | $376k | 1.8k | 206.71 |
| 2016-03-31 | $374k | 1.8k | 205.61 |
| 2015-12-31 | $245k | 1.2k | 205.36 |
| 2015-09-30 | $231k | 1.1k | 204.79 |
| 2015-06-30 | $231k | 1.1k | 204.79 |
| 2015-03-31 | $215k | 1.0k | 209.14 |
| 2014-12-31 | $213k | 1.0k | 207.20 |