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Spdr Series Trust brcly em locl shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl 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 Series Trust brcly em locl by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 15k 21.36
2024-03-31 $292k 14k 20.50
2023-12-31 $284k 13k 21.24

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Empower Advisory Group
CI Investments
State Street Corporation
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Varma Mutual Pension Insurance
Envestnet Asset Management
May Louie
CFG Asset Management
Wright Fund Managment
Wells Fargo & Company
Assetmark
ValMark Advisers

View all funds holding Spdr Series Trust brcly em locl