Beacon Wealthcare LLC’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 | $914K | Hold |
|
|||||
|
2025
Q2 | $848K | Hold |
|
|||||
|
2025
Q1 | $767K | Hold |
|
|||||
|
2024
Q4 | $804K | Hold |
|
|||||
|
2024
Q3 | $787K | Buy |
|
|||||
|
2024
Q2 | $718K | Hold |
|
|||||
|
2024
Q1 | $690K | Buy |
|
|||||
|
2023
Q4 | $585K | Sell |
|
|||||
|
2023
Q3 | $530K | Sell |
|
|||||
|
2023
Q2 | $620K | Hold |
|
|||||
|
2023
Q1 | $572K | Hold |
|
|||||
|
2022
Q4 | $534K | Sell |
|
|||||
|
2022
Q3 | $1.72M | Buy |
|
|||||
|
2022
Q2 | $542K | Buy |
|
|||||
|
2022
Q1 | $634K | Buy |
|
|||||
|
2021
Q4 | $655K | Sell |
|
|||||
|
2021
Q3 | $603K | Buy |
|
|||||
|
2021
Q2 | $589K | Buy |
|
|||||
|
2021
Q1 | $534K | Buy |
|