Ownership history in Beta Wealth Group, Inc. · 22 quarters on record
This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,853 | -121 | -1.2% | 2.70% | $6.7M | $680.06 |
| 2025 Q3 | ADDED | 9,974 | +4,877 | +95.7% | 2.62% | $6.6M | $662.41 |
| 2025 Q2 | ADDED | 5,097 | +2,428 | +91.0% | 1.15% | $3.1M | $612.65 |
| 2025 Q1 | REDUCED | 2,669 | -235 | -8.1% | 0.54% | $1.5M | $553.05 |
| 2024 Q4 | REDUCED | 2,904 | -55 | -1.9% | 0.75% | $1.7M | $577.70 |
| 2024 Q3 | REDUCED | 2,959 | -33 | -1.1% | 0.77% | $1.7M | $563.66 |
| 2024 Q2 | ADDED | 2,992 | +1,883 | +169.8% | 0.77% | $1.6M | $533.00 |
| 2024 Q1 | ADDED | 1,109 | +268 | +31.9% | 0.28% | $580K | $510.64 |
| 2023 Q4 | ADDED | 841 | +23 | +2.8% | 0.21% | $400K | $462.58 |
| 2023 Q3 | ADDED | 818 | +2 | +0.2% | 0.21% | $349K | $414.35 |
As of 2025 Q4 — sorted by position size