BFG
Beacon Financial Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Hold |
11,793
| – | – | 0.06% | 206 |
|
|
2025
Q1 | $602K | Hold |
11,793
| – | – | 0.07% | 196 |
|
|
2024
Q4 | $603K | Hold |
11,793
| – | – | 0.06% | 200 |
|
|
2024
Q3 | $623K | Buy |
11,793
+441
| +4% | +$23.3K | 0.07% | 196 |
|
|
2024
Q2 | $553K | Hold |
11,352
| – | – | 0.06% | 200 |
|
|
2024
Q1 | $569K | Hold |
11,352
| – | – | 0.07% | 203 |
|
|
2023
Q4 | $529K | Buy |
+11,352
| New | +$529K | 0.06% | 208 |
|