BFA
SPYM

Beacon Financial Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Financial Advisory’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.52M Buy
59,073
+6,533
+12% +$523K 1.02% 14
2025
Q4 		$4.21M Buy
52,540
+971
+2% +$77.2K 0.98% 15
2025
Q3 		$4.04M Buy
51,569
+3,052
+6% +$230K 0.94% 18
2025
Q2 		$3.53M Sell
48,517
-14,008
-22% -$942K 0.91% 19
2025
Q1 		$4.11M Buy
62,525
+3,590
+6% +$248K 1.25% 10
2024
Q4 		$4.06M Buy
58,935
+3,555
+6% +$246K 1.32% 13
2024
Q3 		$3.74M Sell
55,380
-3,712
-6% -$241K 1.27% 14
2024
Q2 		$3.78M Buy
59,092
+4,345
+8% +$267K 1.41% 12
2024
Q1 		$3.37M Sell
54,747
-11,031
-17% -$646K 1.64% 9
2023
Q4 		$3.68M Buy
65,778
+1,535
+2% +$80.4K 1.77% 6
2023
Q3 		$3.23M Buy
64,243
+15,771
+33% +$825K 1.78% 6
2023
Q2 		$2.53M Buy
48,472
+2,036
+4% +$100K 1.45% 9
2023
Q1 		$2.24M Buy
46,436
+5,403
+13% +$254K 1.42% 11
2022
Q4 		$1.85M Buy
41,033
+629
+2% +$28.4K 1.32% 14
2022
Q3 		$1.7M Buy
40,404
+3,086
+8% +$144K 1.21% 20
2022
Q2 		$1.66M Sell
37,318
-1,348
-3% -$65K 0.94% 22
2022
Q1 		$2.05M Buy
38,666
+9,874
+34% +$517K 0.98% 22
2021
Q4 		$1.61M Buy
28,792
+4,243
+17% +$229K 0.74% 33
2021
Q3 		$1.24M Buy
24,549
+576
+2% +$29.9K 0.64% 43
2021
Q2 		$1.21M Buy
23,973
+1,726
+8% +$84.7K 0.65% 41
2021
Q1 		$1.04M Buy
22,247
+225
+1% +$10.2K 0.59% 43
2020
Q4 		$968K Buy
22,022
+8,561
+64% +$357K 0.63% 43
2020
Q3 		$529K Buy
13,461
+6,097
+83% +$237K 0.46% 69
2020
Q2 		$266K Sell
7,364
-122
-2% -$4.2K 0.29% 114
2020
Q1 		$226K Buy
7,486
+1,284
+21% +$46.1K 0.29% 115
2019
Q4 		$234K Buy
+6,202
New +$224K 0.2% 135

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's SPYM Position: Q1 2026 in Review

Beacon Financial Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q1 2026, buying an estimated $523K and bringing the position to 59,073 shares worth $4.52M. The position accounts for 1.02% of the portfolio, ranked #14.

Beacon Financial Advisory first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Beacon Financial Advisory held 59,073 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.52M as of Q1 2026.
  • Beacon Financial Advisory bought 6,533 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $523K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.02% of Beacon Financial Advisory's portfolio in Q1 2026, its #14 holding.
  • Beacon Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.