Beacon Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $562K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $291K | Buy |
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