Spdr S&p 500 Etf shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 28k | 523.08 |
| 2023-12-31 | $19M | 39k | 475.31 |
| 2023-09-30 | $12M | 28k | 427.48 |
| 2023-06-30 | $11M | 26k | 443.28 |
| 2023-03-31 | $10M | 25k | 409.39 |
| 2022-12-31 | $18M | 47k | 382.43 |
| 2022-09-30 | $28M | 79k | 357.18 |
| 2022-06-30 | $15M | 41k | 377.24 |
| 2022-03-31 | $9.6M | 21k | 451.66 |
| 2021-12-31 | $16M | 33k | 474.97 |
| 2021-09-30 | $9.6M | 22k | 429.15 |
| 2021-06-30 | $8.3M | 19k | 428.06 |
| 2021-03-31 | $7.6M | 19k | 396.36 |
| 2020-12-31 | $9.5M | 26k | 373.87 |
| 2020-09-30 | $6.5M | 20k | 334.87 |
| 2020-06-30 | $6.8M | 22k | 308.38 |
| 2020-03-31 | $4.8M | 18k | 257.73 |
| 2019-12-31 | $8.1M | 25k | 321.85 |
| 2019-09-30 | $6.6M | 22k | 296.79 |
| 2019-06-30 | $6.0M | 20k | 292.98 |
| 2019-03-31 | $5.5M | 20k | 282.50 |
| 2018-12-31 | $12M | 46k | 249.93 |
| 2018-09-30 | $5.7M | 20k | 290.74 |
| 2018-06-30 | $5.3M | 20k | 271.28 |
| 2018-03-31 | $5.2M | 20k | 263.16 |
| 2017-12-31 | $7.6M | 29k | 266.86 |
| 2017-09-30 | $10M | 41k | 251.24 |
| 2017-06-30 | $374M | 1.5M | 241.80 |
| 2017-03-31 | $381M | 1.6M | 235.74 |
| 2016-12-31 | $386M | 1.7M | 223.53 |
| 2016-09-30 | $379M | 1.8M | 216.30 |
| 2016-06-30 | $385M | 1.8M | 209.47 |
| 2016-03-31 | $400M | 1.9M | 205.52 |
| 2015-12-31 | $402M | 2.0M | 203.87 |
| 2015-09-30 | $391M | 2.0M | 191.63 |
| 2015-06-30 | $433M | 2.1M | 205.85 |
More positions owned by Beacon Investment Advisory Services
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