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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Wealthcare
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |