SPTM — SPDR SER TR

Ownership history in BEACON FINANCIAL GROUP  ·  19 quarters on record

This page tracks every 13F SEC filing in which BEACON FINANCIAL GROUP reported a position in SPDR SER TR (SPTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2023 Q2)
Avg. % of fund
0.87%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 131,186 -4,960 -3.6% 1.04% $10.6M $80.41
2025 Q2 REDUCED 136,146 -166 -0.1% 1.06% $10.2M $74.45
2025 Q1 REDUCED 136,312 -10,522 -7.2% 1.01% $9.3M $67.39
2024 Q4 REDUCED 146,834 -6,766 -4.4% 1.13% $10.5M $70.55
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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