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Spdr Series Trust equity shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity 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 equity by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $671k 22k 30.60
2024-06-30 $629k 22k 28.72
2024-03-31 $647k 22k 29.11
2023-12-31 $501k 17k 29.93
2023-09-30 $625k 23k 27.13
2023-03-31 $675k 24k 28.54

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Spdr Series Trust equity

Checchi Capital Advisers
Lodestar Private Asset Management
Summit Investment Advisors
Leuthold Weeden Capital Management
State Street Corporation
Idaho Trust Bank
N.E.W. Advisory Services
Susquehanna International
Davies Financial Advisors
Rathbones Brothers
Royal Bank of Canada
Guggenheim Capital, LLC Managers
Bank of America Corporation
Sykon Capital
Sound Income Strategies

View all funds holding Spdr Series Trust equity