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SPDR S&P Biotech shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in SPDR S&P Biotech

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Biotech held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $267k 1.7k 158.26

More positions owned by Beacon Financial Advisory

Capital Group Dividend Value Shs Creat Unit (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Tcw Etf Trust Flexible Income (FLXR)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding SPDR S&P Biotech

Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Morgan Stanley
Citigroup
Bank of America Corporation
Jane Street
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Citadel Advisors
Wells Fargo & Company
UBS Group
Peak6
Barclays
Millennium Management
Leucadia National Corporation

View all funds holding SPDR S&P Biotech