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Beacon Financial Advisory LLC → SPY
Beacon Financial Advisory LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q4 2025 | $4.5M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.9M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 6.5K | — | — |
| Q2 2026 | $4.9M | 6.6K | — | — |
| Q1 2026 | $4.5M | 6.9K | — | — |
| Q4 2025 | $4.5M | 6.6K | — | — |
| Q3 2025 | $4.3M | 6.4K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE