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Spdr Ser Tr cmn shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Spdr Ser Tr cmn (CNRG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 16k 90.32

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
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Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Spdr Ser Tr cmn

Matthew Goff Investment Advisor
Bank of America Corporation
Wells Fargo & Company
Lido Advisors
LPL Financial
Ameriprise Financial
Two Sigma Investments
Morgan Stanley
Beacon Pointe Advisors
Goldman Sachs Group
One Capital Management
Susquehanna International
WealthCare Investment Partners
Opulen Financial Group
Commonwealth Equity Services

View all funds holding Spdr Ser Tr cmn