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Technology SPDR shares owned by Beacon Financial

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Technology SPDR

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All positions including Technology SPDR held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $325k 1.7k 192.50
2023-09-30 $312k 1.8k 175.68
2023-06-30 $304k 1.8k 171.17
2022-03-31 $381k 2.4k 161.03

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 Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Janney Montgomery Scott
Branch Banking & Trust Company
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors
Granite Bay Wealth Management

View all funds holding Technology SPDR