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Spdr S&p 500 Etf shares owned by Beacon Wealthcare

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Wealthcare from 13F filings

Historical chart of Beacon Wealthcare investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Wealthcare

Quarter filed Position value Share count Share price at filing
2024-09-30 $787k 1.4k 573.71
2024-06-30 $718k 1.3k 544.16
2024-03-31 $690k 1.3k 523.01
2023-12-31 $585k 1.2k 475.24
2023-09-30 $530k 1.2k 427.39
2023-06-30 $620k 1.4k 443.18
2023-03-31 $572k 1.4k 409.28
2022-12-31 $535k 1.4k 382.30
2022-09-30 $1.7M 4.8k 357.17
2022-06-30 $542k 1.4k 377.17
2022-03-31 $634k 1.4k 451.89
2021-12-31 $655k 1.4k 467.86
2021-09-30 $603k 1.4k 429.49
2021-06-30 $589k 1.4k 428.05
2021-03-31 $534k 1.3k 396.14