Beaumont Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Beaumont Financial Advisors’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
2026 Q2	$4.26M	Buy	5,709 +682	+14%	+$494K	0.27%	65
2026 Q1	$3.27M	Buy	5,027 +69	+1%	+$46.9K	0.22%	78
2025 Q4	$3.38M	Sell	4,958 -213	-4%	-$144K	0.22%	70
2025 Q3	$3.44M	Buy	5,171 +96	+2%	+$61.5K	0.23%	69
2025 Q2	$3.14M	Sell	5,075 -116	-2%	-$66.3K	0.23%	68
2025 Q1	$2.9M	Buy	5,191 +317	+7%	+$186K	0.23%	72
2024 Q4	$2.86M	Sell	4,874 -54	-1%	-$31.8K	0.21%	72
2024 Q3	$2.83M	Buy	4,928 +472	+11%	+$261K	0.22%	67
2024 Q2	$2.43M	Buy	4,456 +65	+1%	+$34K	0.19%	77
2024 Q1	$2.3M	Sell	4,391 -846	-16%	-$421K	0.19%	76
2023 Q4	$2.49M	Buy	5,237 +677	+15%	+$302K	0.23%	67
2023 Q3	$1.95M	Sell	4,560 -36	-0.8%	-$16K	0.19%	75
2023 Q2	$2.04M	Buy	4,596 +80	+2%	+$33.6K	0.19%	80
2023 Q1	$1.85M	Sell	4,516 -1,304	-22%	-$520K	0.19%	80
2022 Q4	$2.23M	Sell	5,820 -558	-9%	-$214K	0.22%	64
2022 Q3	$2.28M	Sell	6,378 -1,713	-21%	-$680K	0.22%	62
2022 Q2	$3.05M	Buy	8,091 +1,720	+27%	+$705K	0.27%	58
2022 Q1	$2.88M	Buy	6,371 +729	+13%	+$325K	0.22%	86
2021 Q4	$2.68M	Buy	5,642 +1,726	+44%	+$792K	0.19%	78
2021 Q3	$1.68M	Sell	3,916 -72	-2%	-$31.8K	0.13%	110
2021 Q2	$1.71M	Buy	3,988 +272	+7%	+$114K	0.13%	109
2021 Q1	$1.47M	Hold	3,716	–	–	0.12%	109
2020 Q4	$1.39M	Sell	3,716 -701	-16%	-$249K	0.12%	115
2020 Q3	$1.48M	Buy	4,417 +15	+0.3%	+$4.97K	0.14%	109
2020 Q2	$1.36M	Buy	4,402 +621	+16%	+$182K	0.14%	113
2020 Q1	$975K	Sell	3,781 -1,928	-34%	-$588K	0.12%	106
2019 Q4	$1.84M	Buy	5,709 +2,130	+60%	+$656K	0.18%	96
2019 Q3	$1.06M	Buy	3,579 +30	+0.8%	+$8.86K	0.11%	118
2019 Q2	$1.04M	Buy	3,549 +397	+13%	+$114K	0.11%	113
2019 Q1	$890K	Buy	3,152 +1,101	+54%	+$299K	0.1%	122
2018 Q4	$513K	Sell	2,051 -1,508	-42%	-$407K	0.08%	123
2018 Q3	$1.03M	Buy	3,559 +2	+0.1%	+$570	0.1%	99
2018 Q2	$965K	Sell	3,557 -197	-5%	-$53.2K	0.1%	91
2018 Q1	$988K	Buy	3,754 +1,358	+57%	+$371K	0.11%	98
2017 Q4	$639K	Buy	2,396 +1	+0%	+$260	0.07%	110
2017 Q3	$602K	Buy	2,395 +2	+0.1%	+$493	0.08%	109
2017 Q2	$579K	Buy	2,393 +65	+3%	+$15.6K	0.08%	109
2017 Q1	$549K	Hold	2,328	–	–	0.08%	112
2016 Q4	$520K	Hold	2,328	–	–	0.08%	98
2016 Q3	$503K	Hold	2,328	–	–	0.08%	102
2016 Q2	$488K	Buy	+2,328	New	+$483K	0.08%	99
2016 Q1	–	Sell	-2,178	Closed	-$444K	–	149
2015 Q4	$444K	Buy	+2,178	New	+$447K	0.07%	79

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Financial Advisors's SPY Position: Q2 2026 in Review

Beaumont Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, buying an estimated $494K and bringing the position to 5,709 shares worth $4.26M. The position accounts for 0.27% of the portfolio, ranked #65.

Beaumont Financial Advisors first reported a position in SPY in Q4 2015 and has held it in 42 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Beaumont Financial Advisors held 5,709 shares of State Street SPDR S&P 500 ETF Trust worth $4.26M as of Q2 2026.
Beaumont Financial Advisors bought 682 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $494K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Beaumont Financial Advisors's portfolio in Q2 2026, its #65 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 42 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.