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Spdr Short-term High Yield mf shares owned by Beacon Financial

Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Spdr Short-term High Yield mf

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All positions including Spdr Short-term High Yield mf held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Short-term High Yield mf by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 17k 25.60
2025-06-30 $453k 18k 25.48
2025-03-31 $585k 23k 25.16
2024-12-31 $706k 28k 25.25
2024-09-30 $759k 30k 25.75
2024-06-30 $681k 27k 24.97
2024-03-31 $701k 28k 25.22
2023-12-31 $731k 29k 25.14
2023-06-30 $960k 39k 24.61
2023-03-31 $813k 33k 24.57
2022-12-31 $1.2M 50k 24.24
2022-09-30 $1.0M 43k 23.93
2022-06-30 $1.1M 45k 24.54
2022-03-31 $1.6M 59k 26.30
2021-12-31 $2.0M 73k 27.13
2021-09-30 $20M 71k 278.12
2021-06-30 $1.9M 69k 27.39
2021-03-31 $1.7M 62k 27.01
2020-12-31 $1.7M 62k 27.01
2020-09-30 $1.4M 53k 25.86
2020-06-30 $928k 37k 24.97
2018-06-30 $1.4M 51k 27.29
2018-03-31 $1.5M 54k 27.37
2017-12-31 $1.9M 51k 36.72
2017-09-30 $1.9M 67k 27.97
2017-06-30 $1.9M 67k 27.94
2017-03-31 $1.9M 67k 27.96
2016-12-31 $3.4M 122k 27.68
2016-09-30 $3.6M 129k 27.62
2016-06-30 $6.3M 236k 26.87
2016-03-31 $5.8M 226k 25.80
2015-12-31 $9.7M 376k 25.71
2015-09-30 $12M 429k 26.93
2015-06-30 $19M 658k 28.82
2015-03-31 $17M 584k 29.22
2014-12-31 $14M 492k 28.94
2014-09-30 $366k 4.9k 75.22
2014-06-30 $13M 421k 30.94
2014-03-31 $11M 363k 30.96
2013-12-31 $10M 333k 30.85
2013-09-30 $9.0M 294k 30.60

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

Top funds holding Spdr Short-term High Yield mf

Ameriprise Financial
Grimes & Company
LPL Financial
Wells Fargo & Company
iA Global Asset Management
Neuberger Berman Group
State of New Jersey Common Pension Fund D
Wealthfront Advisers
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Clark Capital Management Group
Envestnet Asset Management
RMG Wealth Management
Assetmark
Sumitomo Mitsui Financial
Morgan Stanley

View all funds holding Spdr Short-term High Yield mf