Spdr S&p 500 Etf shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 7.4k | 475.34 |
| 2023-09-30 | $3.0M | 7.1k | 427.49 |
| 2023-06-30 | $2.9M | 6.6k | 443.30 |
| 2023-03-31 | $2.7M | 6.6k | 409.41 |
| 2022-12-31 | $2.3M | 5.9k | 382.46 |
| 2022-09-30 | $2.4M | 6.7k | 357.13 |
| 2022-06-30 | $2.4M | 6.4k | 377.23 |
| 2022-03-31 | $3.0M | 6.6k | 451.73 |
| 2021-12-31 | $3.5M | 7.5k | 475.07 |
| 2021-09-30 | $3.3M | 7.6k | 429.21 |
| 2021-06-30 | $3.2M | 7.5k | 428.06 |
| 2021-03-31 | $3.3M | 8.2k | 396.40 |
| 2020-12-31 | $3.0M | 8.1k | 373.87 |
| 2020-09-30 | $2.1M | 6.1k | 334.80 |
| 2020-06-30 | $1.8M | 5.7k | 308.24 |
| 2020-03-31 | $1.5M | 5.7k | 257.75 |
| 2019-12-31 | $1.8M | 5.7k | 321.79 |