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Spdr Series Trust cmn shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn 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 Series Trust cmn by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $740k 22k 33.88
2019-09-30 $921k 27k 33.90
2019-06-30 $800k 24k 33.19
2019-03-31 $847k 26k 32.03
2018-12-31 $887k 29k 30.59

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 Series Trust cmn

Adviser Investments
Financial Gravity Wealth
D. J. St. Germain
LPL Financial
Bank of America Corporation
CX Institutional
Congress Wealth Management LLC / DE /
Assetmark
AE Wealth Management
Gerber Kawasaki Wealth & Investment Management
Procyon Private Wealth Partners
Ameriprise Financial
Flaharty Asset Management
Great Valley Advisor Group
Financial Engines Advisors L.L.C

View all funds holding Spdr Series Trust cmn