Northern Financial Advisors Inc historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Northern Financial Advisors Inc opened 25 positions, added to 38, reduced 28 and sold out of 25.
- Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 3,758.
- Q2 2026: Stock DIA; Country of operation —; Class UT SER 1; Shares before 9,317.
- Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 1,138.
- Q2 2026: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 15,556.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1962457), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 3,758 | 3,648 | -110 | $2,168,586 | $2,685,805 | +$517,219 | 2026-07-28 |
|---|
| Q2 2026 | DIA
STATE STR SPDR DOW JONES IND | | UT SER 1 | 9,317 | 9,043 | -274 | $4,315,484 | $4,724,056 | +$408,572 | 2026-07-28 |
|---|
| Q2 2026 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 1,138 | 1,099 | -39 | $282,162 | $330,119 | +$47,957 | 2026-07-28 |
|---|
| Q2 2026 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 15,556 | 14,882 | -674 | $398,841 | $437,974 | +$39,133 | 2026-07-28 |
|---|
| Q4 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 23,332 | 10,871 | -12,461 | $15,543,643 | $7,414,166 | -$8,129,477 | 2026-01-27 |
|---|
| Q4 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,078 | 1,576 | -2,502 | $2,448,720 | $968,306 | -$1,480,414 | 2026-01-27 |
|---|
| Q4 2025 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 10,636 | 8,178 | -2,458 | $4,931,996 | $3,930,028 | -$1,001,968 | 2026-01-27 |
|---|
| Q4 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 14,443 | 7,720 | -6,723 | $380,429 | $207,757 | -$172,672 | 2026-01-27 |
|---|
| Q3 2025 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 10,833 | 10,636 | -197 | $4,773,767 | $4,931,996 | +$158,229 | 2025-11-10 |
|---|
| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,180 | 4,078 | -102 | $2,305,657 | $2,448,720 | +$143,063 | 2025-11-10 |
|---|
| Q3 2025 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 4,346 | 3,921 | -425 | $291,295 | $284,063 | -$7,232 | 2025-11-10 |
|---|
| Q2 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 18,647 | 18,469 | -178 | $10,431,531 | $11,411,851 | +$980,320 | 2025-07-23 |
|---|
| Q2 2025 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 10,862 | 10,833 | -29 | $4,560,684 | $4,773,767 | +$213,083 | 2025-07-23 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 18,693 | 18,647 | -46 | $10,955,840 | $10,431,531 | -$524,309 | 2025-05-06 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 20,046 | 18,693 | -1,353 | $11,501,575 | $10,955,840 | -$545,735 | 2025-01-30 |
|---|
| Q4 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 12,191 | 10,851 | -1,340 | $5,158,413 | $4,617,486 | -$540,927 | 2025-01-30 |
|---|
| Q3 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 12,285 | 12,191 | -94 | $4,805,005 | $5,158,413 | +$353,408 | 2024-10-29 |
|---|
| Q3 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,416 | 4,092 | -324 | $2,115,615 | $1,997,241 | -$118,374 | 2024-10-29 |
|---|
| Q3 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 1,103 | 1,093 | -10 | $223,794 | $241,499 | +$17,705 | 2024-10-29 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 21,159 | 20,046 | -1,113 | $11,514,925 | $11,501,575 | -$13,350 | 2024-10-29 |
|---|
| Q2 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 14,580 | 12,285 | -2,295 | $5,799,371 | $4,805,005 | -$994,366 | 2024-08-05 |
|---|
| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 22,719 | 21,159 | -1,560 | $11,883,510 | $11,514,925 | -$368,585 | 2024-08-05 |
|---|
| Q2 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 6,321 | 5,193 | -1,128 | $392,280 | $333,650 | -$58,630 | 2024-08-05 |
|---|
| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 24,559 | 22,719 | -1,840 | $11,673,170 | $11,883,510 | +$210,340 | 2024-04-30 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,396 | 4,373 | -23 | $1,800,285 | $1,941,569 | +$141,284 | 2024-04-30 |
|---|
| Q1 2024 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 8,630 | 6,321 | -2,309 | $486,732 | $392,280 | -$94,452 | 2024-04-30 |
|---|
| Q1 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 15,529 | 14,580 | -949 | $5,852,530 | $5,799,371 | -$53,159 | 2024-04-30 |
|---|
| Q1 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 1,250 | 1,101 | -149 | $250,788 | $231,572 | -$19,216 | 2024-04-30 |
|---|