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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF 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 Barclays Cptl Shrt Term Corp Bd ETF by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 426k 30.07
2023-09-30 $254k 8.6k 29.32
2023-06-30 $349k 12k 29.44
2023-03-31 $379k 13k 29.63
2022-12-31 $371k 13k 29.38
2022-09-30 $675k 23k 29.25
2022-06-30 $693k 23k 29.67
2022-03-31 $711k 24k 30.13

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
LPL Financial
ValMark Advisers
Bank of America Corporation
Morgan Stanley
Oasis Advisors
Baird Financial
Envestnet Asset Management
FMR
Advisory Alpha
Huntington National Bank
The Allstate Corporation
Royal Bank of Canada
Wells Fargo & Company
State Street Corporation

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF