Beacon Pointe Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Beacon Pointe Advisors’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,929	Closed	-$245K	–	965
2021 Q2	$245K	Sell	6,929 -92	-1%	-$3.21K	0.01%	730
2021 Q1	$242K	Sell	7,021 -422	-6%	-$14.8K	0.01%	446
2020 Q4	$269K	Sell	7,443 -742	-9%	-$26.5K	0.02%	391
2020 Q3	$290K	Sell	8,185 -6,395	-44%	-$229K	0.03%	303
2020 Q2	$511K	Sell	14,580 -5,660	-28%	-$193K	0.05%	225
2020 Q1	$658K	Buy	+20,240	New	+$682K	0.1%	150

Other funds holding SPBO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Beacon Pointe Advisors's SPBO Position: Q3 2021 in Review

Beacon Pointe Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2021, closing a stake of 6,929 shares — an estimated $245K sold.

Beacon Pointe Advisors first reported a position in SPBO in Q1 2020 and held it in 6 quarters. The position peaked at $658K in Q1 2020. 58 funds tracked by Wall St. Rank hold SPBO as of Q3 2021.

Beacon Pointe Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 6,929 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2021, an estimated $245K.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Beacon Pointe Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $658K in Q1 2020.
58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2021.

Based on Beacon Pointe Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.