Spdr S&p 500 Etf shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.2k | 666.17 |
| 2025-06-30 | $3.1M | 5.1k | 617.88 |
| 2025-03-31 | $2.9M | 5.2k | 559.44 |
| 2024-12-31 | $2.9M | 4.9k | 586.11 |
| 2024-09-30 | $2.8M | 4.9k | 573.79 |
| 2024-06-30 | $2.4M | 4.5k | 544.23 |
| 2024-03-31 | $2.3M | 4.4k | 523.07 |
| 2023-12-31 | $2.5M | 5.2k | 475.29 |
| 2023-09-30 | $1.9M | 4.6k | 427.48 |
| 2023-06-30 | $2.0M | 4.6k | 443.33 |
| 2023-03-31 | $1.8M | 4.5k | 409.37 |
| 2022-12-31 | $2.2M | 5.8k | 382.40 |
More positions owned by Beaumont Financial Advisors
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