Ownership history in BEACON FINANCIAL GROUP · 31 quarters on record
This page tracks every 13F SEC filing in which BEACON FINANCIAL GROUP reported a position in SPDR SER TR (BIL). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 228,322 | -19,769 | -8.0% | 2.06% | $20.9M | $89.99 |
| 2025 Q2 | REDUCED | 248,091 | -29,376 | -10.6% | 2.37% | $22.8M | $89.04 |
| 2025 Q1 | ADDED | 277,467 | +2,868 | +1.0% | 2.78% | $25.5M | $88.12 |
| 2024 Q4 | ADDED | 274,599 | +16,687 | +6.5% | 2.70% | $25.1M | $87.25 |
| 2024 Q3 | REDUCED | 257,912 | -11,852 | -4.4% | 2.56% | $23.7M | $86.24 |
| 2024 Q2 | ADDED | 269,764 | +768 | +0.3% | 2.82% | $24.8M | $85.09 |
| 2024 Q1 | REDUCED | 268,996 | -23,387 | -8.0% | 2.83% | $24.7M | $84.01 |
| 2023 Q4 | ADDED | 292,383 | +3,903 | +1.4% | 3.26% | $26.7M | $82.94 |
| 2023 Q3 | ADDED | 288,480 | +1,021 | +0.4% | 3.76% | $26.5M | $81.85 |
| 2023 Q2 | ADDED | 287,459 | +7,464 | +2.7% | 3.58% | $26.4M | $80.81 |
As of 2025 Q4 — sorted by position size