Spdr Series Trust shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Spdr Series Trust
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Quarterly reported holdings in Spdr Series Trust by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 1.9k | 197.79 |
| 2025-06-30 | $360k | 1.9k | 189.85 |
| 2025-03-31 | $455k | 2.8k | 159.85 |
| 2024-12-31 | $509k | 2.7k | 188.96 |
| 2024-09-30 | $433k | 2.7k | 160.69 |
| 2024-06-30 | $407k | 2.7k | 151.11 |
| 2024-03-31 | $420k | 2.7k | 156.02 |
| 2023-12-31 | $386k | 2.6k | 150.30 |
| 2023-09-30 | $264k | 2.1k | 126.88 |
| 2023-06-30 | $278k | 2.1k | 133.34 |
| 2023-03-31 | $256k | 2.1k | 123.08 |
| 2022-03-31 | $235k | 1.6k | 147.15 |
| 2021-12-31 | $264k | 1.6k | 165.31 |
| 2021-09-30 | $230k | 1.3k | 171.39 |
| 2021-06-30 | $230k | 1.3k | 171.51 |