Spdr S&p 500 Etf shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $108M | 228k | 475.32 |
| 2023-09-30 | $85M | 198k | 427.49 |
| 2023-06-30 | $42M | 94k | 443.29 |
| 2023-03-31 | $35M | 85k | 409.40 |
| 2022-12-31 | $39M | 101k | 382.42 |
| 2022-09-30 | $33M | 92k | 357.33 |
| 2022-06-30 | $29M | 77k | 377.31 |
| 2022-03-31 | $90M | 200k | 451.64 |
| 2021-12-31 | $26M | 55k | 474.98 |
| 2021-09-30 | $26M | 61k | 429.13 |
| 2021-06-30 | $24M | 56k | 428.07 |
| 2021-03-31 | $19M | 48k | 396.28 |
| 2020-12-31 | $17M | 45k | 373.79 |
| 2020-09-30 | $12M | 35k | 335.10 |
| 2020-06-30 | $13M | 41k | 308.36 |
| 2020-03-31 | $8.9M | 34k | 257.87 |
| 2019-12-31 | $6.5M | 20k | 321.95 |
| 2019-09-30 | $7.2M | 24k | 296.89 |
| 2019-06-30 | $7.2M | 25k | 293.04 |
| 2019-03-31 | $5.7M | 20k | 282.27 |
| 2018-12-31 | $4.9M | 20k | 249.42 |