Beacon Bridge Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.8M	Buy	31,968 +326	+1%	+$222K	6.96%	1
2025 Q4	$21.6M	Buy	31,642 +3,061	+11%	+$2.07M	7.17%	1
2025 Q3	$19M	Buy	28,581 +567	+2%	+$363K	6.77%	1
2025 Q2	$17.3M	Sell	28,014 -1,886	-6%	-$1.08M	6.87%	1
2025 Q1	$16.7M	Sell	29,900 -4,493	-13%	-$2.64M	7.14%	1
2024 Q4	$20.2M	Sell	34,393 -1,238	-3%	-$729K	8.56%	1
2024 Q3	$20.4M	Sell	35,631 -8,239	-19%	-$4.56M	8.78%	1
2024 Q2	$23.9M	Buy	43,870 +381	+0.9%	+$199K	10.95%	1
2024 Q1	$22.7M	Sell	43,489 -8,166	-16%	-$4.07M	10.74%	1
2023 Q4	$24.6M	Sell	51,655 -2,819	-5%	-$1.26M	12.25%	1
2023 Q3	$23.3M	Buy	54,474 +19,350	+55%	+$8.61M	12.29%	1
2023 Q2	$15.6M	Buy	35,124 +3,985	+13%	+$1.67M	7.96%	3
2023 Q1	$12.7M	Buy	31,139 +2,432	+8%	+$970K	7.65%	2
2022 Q4	$11M	Buy	+28,707	New	+$11M	7.98%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Bridge Wealth Partners's SPY Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, buying an estimated $222K and bringing the position to 31,968 shares worth $20.8M. The position accounts for 6.96% of the portfolio, ranked #1.

Beacon Bridge Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.6M in Q4 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Beacon Bridge Wealth Partners held 31,968 shares of State Street SPDR S&P 500 ETF Trust worth $20.8M as of Q1 2026.
Beacon Bridge Wealth Partners bought 326 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $222K.
State Street SPDR S&P 500 ETF Trust made up 6.96% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #1 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $24.6M in Q4 2023.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.