Beacon Pointe Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.96M	Buy	51,901 +3,390	+7%	+$123K	0.36%	57
2019 Q3	$1.7M	Buy	48,511 +7,052	+17%	+$245K	0.36%	65
2019 Q2	$1.44M	Buy	41,459 +5,159	+14%	+$175K	0.3%	70
2019 Q1	$1.21M	Buy	36,300 +8,248	+29%	+$263K	0.28%	79
2018 Q4	$818K	Buy	+28,052	New	+$885K	0.3%	88

Other funds holding SPYM

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7% in Q4 2019, buying an estimated $123K and bringing the position to 51,901 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #57.

Beacon Pointe Wealth Advisors first reported a position in SPYM in Q4 2018 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

Beacon Pointe Wealth Advisors held 51,901 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.96M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 3,390 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $123K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #57 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 5 quarters since.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

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