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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
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Wells Fargo & Company
Tiaa Trust, National Association
ValMark Advisers
Jane Street
New York Life Investment Management
Bank Of Montreal
Bank of America Corporation
UBS Group
Assetmark
Astor Investment Management
Towercrest Capital Management
McMahon Financial Advisors
W. E. Donoghue & Co
Facet Wealth

View all funds holding Spdr Ser Tr cmn