Spdr S&p 500 Etf shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $562k | 844 | 666.33 |
| 2025-06-30 | $471k | 766 | 614.99 |
| 2025-03-31 | $427k | 763 | 559.98 |
| 2024-12-31 | $445k | 759 | 586.63 |
| 2024-09-30 | $435k | 757 | 574.13 |
| 2024-06-30 | $411k | 755 | 544.28 |
| 2024-03-31 | $394k | 753 | 522.91 |
| 2023-09-30 | $319k | 747 | 427.62 |
| 2023-06-30 | $330k | 745 | 443.10 |
| 2023-03-31 | $313k | 764 | 409.20 |
| 2022-12-31 | $291k | 760 | 382.66 |
More positions owned by Beacon Investment Advisors
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