Spdr Series Trust shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Spdr Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Series Trust by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $420k | 2.7k | 156.02 |
2023-12-31 | $386k | 2.6k | 150.30 |
2023-09-30 | $264k | 2.1k | 126.88 |
2023-06-30 | $278k | 2.1k | 133.34 |
2023-03-31 | $256k | 2.1k | 123.08 |
2022-03-31 | $235k | 1.6k | 147.15 |
2021-12-31 | $264k | 1.6k | 165.31 |
2021-09-30 | $230k | 1.3k | 171.39 |
2021-06-30 | $230k | 1.3k | 171.51 |