BPA
SPXT icon

Beacon Pointe Advisors’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

Beacon Pointe Advisors’s Portfolio SPXT Stock Details SPXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$729K Hold
7,200
– – ﹤0.01% 1121
2025
Q4 		$748K Hold
7,200
– – 0.01% 925
2025
Q3 		$726K Buy
+7,200
New +$707K 0.01% 881

Other funds holding SPXT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Pointe Advisors's SPXT Position: Q1 2026 in Review

Beacon Pointe Advisors held its ProShares S&P 500 ex-Technology ETF (SPXT) position steady in Q1 2026 at 7,200 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Beacon Pointe Advisors first reported a position in SPXT in Q3 2025 and has held it in 3 quarters since. The position peaked at $748K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

  • Beacon Pointe Advisors held 7,200 shares of ProShares S&P 500 ex-Technology ETF worth $729K as of Q1 2026.
  • Beacon Pointe Advisors left its ProShares S&P 500 ex-Technology ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1121 holding.
  • Beacon Pointe Advisors first reported a position in ProShares S&P 500 ex-Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's ProShares S&P 500 ex-Technology ETF position peaked at $748K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.