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Spdr Ser Tr cmn shares owned by Beacon Financial

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 202k 30.85
2024-06-30 $6.5M 211k 30.85
2024-03-31 $7.1M 231k 30.83
2023-12-31 $7.6M 249k 30.59
2023-09-30 $8.0M 260k 30.72

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Tiaa Trust, National Association
Wells Fargo & Company
Morgan Stanley
LPL Financial
Renaissance Technologies
Bank of America Corporation
Envestnet Asset Management
New York Life Investment Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisor Group Holdings
Towercrest Capital Management

View all funds holding Spdr Ser Tr cmn