Beacon Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Beacon Investment Advisors LLC

  • $244 Billion
  • Q3 2025

A detailed history of Beacon Investment Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 844 shares of SPY stock, worth $561,825. This represents 0.23% of its overall portfolio holdings.

Number of Shares
844
Previous 766 10.18%
Holding current value
$561,825
Previous $471 Million 19.38%
% of portfolio
0.23%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$617.65 - $666.84 $48,176 - $52,013
78 Added 10.18%
844 $562 Million
Q2 2025

Aug 14, 2025
BUY
$496.48 - $617.85 $1,489 - $1,853
3 Added 0.39%
766 $471 Million
Q1 2025

May 15, 2025
BUY
$551.42 - $612.93 $2,205 - $2,451
4 Added 0.53%
763 $427 Million
Q4 2024

Feb 14, 2025
BUY
$567.81 - $607.81 $1,135 - $1,215
2 Added 0.26%
759 $445 Million
Q3 2024

Nov 14, 2024
BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.26%
757 $435 Million
Q2 2024

Aug 14, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.27%
755 $411 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $1,401 - $1,569
3 Added 0.4%
753 $394 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $1,232 - $1,430
3 Added 0.4%
750 $356 Million
Q3 2023

Nov 07, 2023
BUY
$425.88 - $457.79 $851 - $915
2 Added 0.27%
747 $319 Million
Q2 2023

Aug 03, 2023
SELL
$404.36 - $443.28 $7,682 - $8,422
-19 Reduced 2.49%
745 $330 Million
Q1 2023

May 12, 2023
BUY
$379.5 - $416.78 $1,518 - $1,667
4 Added 0.53%
764 $313 Million
Q4 2022

Feb 09, 2023
BUY
$357.63 - $407.42 $271,798 - $309,639
760 New
760 $291 Million

Others Institutions Holding SPY

# of Institutions
5,290
Shares Held
558M
Call Options Held
343M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Beacon Investment Advisors LLC Portfolio

Follow Beacon Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beacon Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email