Beacon Financial Advisory LLC Spdr S&P 500 ETF Trust Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,321 shares of SPY stock, worth $4.77 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
8,321
Previous 7,077
17.58%
Holding current value
$4.77 Million
Previous $3.7 Million
22.35%
% of portfolio
1.82%
Previous 1.92%
Shares
19 transactions
Others Institutions Holding SPY
# of Institutions
4,432Shares Held
559MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.83 Billion1.41% of portfolio