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

Beacon Pointe Wealth 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
2019 Q4	$740K	Sell	21,840 -5,331	-20%	-$180K	0.14%	125
2019 Q3	$921K	Buy	27,171 +3,066	+13%	+$103K	0.19%	105
2019 Q2	$800K	Sell	24,105 -2,336	-9%	-$75.2K	0.17%	116
2019 Q1	$847K	Sell	26,441 -2,557	-9%	-$79.7K	0.19%	107
2018 Q4	$887K	Buy	+28,998	New	+$882K	0.32%	82

Other funds holding SPBO

SMM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPBO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 20% in Q4 2019, selling an estimated $180K and leaving 21,840 shares worth $740K. The position accounts for 0.14% of the portfolio, ranked #125.

Beacon Pointe Wealth Advisors first reported a position in SPBO in Q4 2018 and has held it in 5 quarters since. The position peaked at $921K in Q3 2019. 25 funds tracked by Wall St. Rank hold SPBO as of Q4 2019.

Beacon Pointe Wealth Advisors held 21,840 shares of State Street SPDR Portfolio Corporate Bond ETF worth $740K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 5,331 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2019, an estimated $180K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.14% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #125 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $921K in Q3 2019.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.