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

View all positions for Beacon Pointe Advisors

Top funds holding Spdr Series Trust equity

Checchi Capital Advisers
Lodestar Private Asset Management
Bank of America Corporation
Leuthold Weeden Capital Management
Jane Street
Summit Investment Advisors
Idaho Trust Bank
Sykon Capital
Baird Financial
N.E.W. Advisory Services
Royal Bank of Canada
Coppell Advisory Solutions
Guggenheim Capital, LLC Managers
Ziegler Capital Management
Strategic Advocates

View all funds holding Spdr Series Trust equity