Beacon Wealthcare Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Beacon Wealthcare Inc’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
2020 Q4	$504K	Hold	1,348	–	–	0.29%	9
2020 Q3	$451K	Hold	1,348	–	–	0.28%	9
2020 Q2	$416K	Sell	1,348 -814	-38%	-$238K	0.26%	9
2020 Q1	$557K	Sell	2,162 -3,725	-63%	-$1.14M	0.4%	8
2019 Q4	$1.91M	Sell	5,887 -144	-2%	-$44.3K	1.32%	7
2019 Q3	$1.79M	Buy	6,031 +64	+1%	+$18.9K	1.29%	7
2019 Q2	$1.75M	Hold	5,967	–	–	1.33%	7
2019 Q1	$1.69M	Sell	5,967 -21	-0.4%	-$5.71K	1.37%	7
2018 Q4	$1.5M	Buy	+5,988	New	+$1.61M	0.99%	7

Other funds holding SPY

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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beacon Wealthcare Inc's SPY Position: Q4 2020 in Review

Beacon Wealthcare Inc held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2020 at 1,348 shares worth $504K. The position accounts for 0.29% of the portfolio, ranked #9.

Beacon Wealthcare Inc first reported a position in SPY in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.91M in Q4 2019. 2,719 funds tracked by Wall St. Rank hold SPY as of Q4 2020.

Beacon Wealthcare Inc held 1,348 shares of State Street SPDR S&P 500 ETF Trust worth $504K as of Q4 2020.
Beacon Wealthcare Inc left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2020.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #9 holding.
Beacon Wealthcare Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 9 quarters since.
Beacon Wealthcare Inc's State Street SPDR S&P 500 ETF Trust position peaked at $1.91M in Q4 2019.
2,719 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.