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Spdr Ser Tr shrt trsry etf shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Spdr Ser Tr shrt trsry etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr shrt trsry 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 Ser Tr shrt trsry etf by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 156k 29.32
2023-06-30 $419k 15k 28.79

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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)
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View all positions for Beacon Pointe Advisors

Top funds holding Spdr Ser Tr shrt trsry etf

Municipal Employees' Retirement System of Michigan
State Street Corporation
LPL Financial
Richard Bernstein Advisors
Envestnet Asset Management
GLOBALT Investments LLC / GA
Ameriprise Financial
MEMBERS Trust
Wells Fargo & Company
HPM Partners
Evermay Wealth Management
HighTower Advisors
Royal Bank of Canada
Putnam Fl Investment Management
GM Advisory

View all funds holding Spdr Ser Tr shrt trsry etf