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Spdr Series spdr bofa crss shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Spdr Series spdr bofa crss

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series spdr bofa crss 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 spdr bofa crss by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 343k 23.94

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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 spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
Ameriprise Financial
LPL Financial
Vantagepoint Investment Advisers
Grimes & Company
Municipal Employees' Retirement System of Michigan
Us Bancorp
Morgan Stanley
Wright Fund Managment
Envestnet Asset Management
Advisory Alpha
State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss