Beacon Bridge Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Beacon Bridge Wealth Partners, LLC

$252 Billion
Q2 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 28,014 shares of SPY stock, worth $18.9 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares

28,014

Previous 29,900 6.31%

Holding current value

$18.9 Million

Previous $16.7 Billion 3.48%

% of portfolio

6.87%

Previous 7.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$496.48 - $617.85 $936,361 - $1.17 Million	-1,886 Reduced 6.31%	28,014 $17.3 Billion
Q1 2025 May 07, 2025	SELL	$551.42 - $612.93 $2.48 Million - $2.75 Million	-4,493 Reduced 13.06%	29,900 $16.7 Billion
Q4 2024 Feb 04, 2025	SELL	$567.81 - $607.81 $702,948 - $752,468	-1,238 Reduced 3.47%	34,393 $20.2 Billion
Q3 2024 Nov 12, 2024	SELL	$517.38 - $573.86 $4.26 Million - $4.73 Million	-8,239 Reduced 18.78%	35,631 $20.4 Billion
Q2 2024 Aug 02, 2024	BUY	$495.16 - $548.49 $188,655 - $208,974	381 Added 0.88%	43,870 $23.9 Billion
Q1 2024 May 03, 2024	SELL	$467.28 - $523.17 $3.82 Million - $4.27 Million	-8,166 Reduced 15.81%	43,489 $22.7 Billion
Q4 2023 Feb 09, 2024	SELL	$410.68 - $476.69 $1.16 Million - $1.34 Million	-2,819 Reduced 5.17%	51,655 $24.6 Billion
Q3 2023 Nov 14, 2023	BUY	$425.88 - $457.79 $8.24 Million - $8.86 Million	19,350 Added 55.09%	54,474 $23.3 Billion
Q2 2023 Aug 08, 2023	BUY	$404.36 - $443.28 $1.61 Million - $1.77 Million	3,985 Added 12.8%	35,124 $15.6 Billion
Q1 2023 May 08, 2023	BUY	$379.5 - $416.78 $922,944 - $1.01 Million	2,432 Added 8.47%	31,139 $12.7 Billion
Q4 2022 Feb 10, 2023	BUY	$357.63 - $407.42 $10.3 Million - $11.7 Million	28,707 New	28,707 $11 Billion

Others Institutions Holding SPY

# of Institutions

5,190

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History