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SPDR S&P Dividend shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $4.9M 46k 107.52
2019-09-30 $4.8M 47k 102.54
2019-06-30 $4.7M 47k 100.67
2019-03-31 $4.7M 47k 99.55
2018-12-31 $4.2M 47k 89.56

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Royal Bank of Canada
Joel Isaacson & Co
Raymond James & Associates
Ameriprise Financial
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Jpmorgan Chase & Co
Janney Montgomery Scott

View all funds holding SPDR S&P Dividend