BFG
Beacon Financial Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
45,933
-4,745
| -9% | -$345K | 0.35% | 76 |
|
|
2025
Q1 | $3.33M | Buy |
50,678
+301
| +0.6% | +$19.8K | 0.36% | 75 |
|
|
2024
Q4 | $3.47M | Sell |
50,377
-174
| -0.3% | -$12K | 0.37% | 69 |
|
|
2024
Q3 | $3.41M | Sell |
50,551
-2,604
| -5% | -$176K | 0.37% | 71 |
|
|
2024
Q2 | $3.4M | Sell |
53,155
-497
| -0.9% | -$31.8K | 0.39% | 68 |
|
|
2024
Q1 | $3.3M | Sell |
53,652
-2,310
| -4% | -$142K | 0.38% | 72 |
|
|
2023
Q4 | $3.13M | Buy |
55,962
+27,331
| +95% | +$1.53M | 0.38% | 71 |
|
|
2023
Q3 | $1.52M | Hold |
28,631
| – | – | 0.22% | 110 |
|
|
2023
Q2 | $1.47M | Hold |
28,631
| – | – | 0.2% | 111 |
|
|
2023
Q1 | $1.38M | Hold |
28,631
| – | – | 0.19% | 115 |
|
|
2022
Q4 | $1.3M | Sell |
28,631
-39
| -0.1% | -$1.76K | 0.18% | 118 |
|
|
2022
Q3 | $1.22M | Buy |
28,670
+1,432
| +5% | +$61K | 0.19% | 115 |
|
|
2022
Q2 | $1.24M | Buy |
27,238
+15,739
| +137% | +$715K | 0.18% | 118 |
|
|
2022
Q1 | $619K | Buy |
+11,499
| New | +$619K | 0.08% | 176 |
|