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Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in SPDR INDEX SHS FDS

Beacon Pointe Advisors, LLC holds 74,563 shares of RWO (SPDR INDEX SHS FDS), worth $3.4M as of 2026-Q1. The position was increased (+144.8% shares). RWO represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$3.4M

Current Shares

74,563

Total Value Change

+$225,703

Total Shares Change

+7,509

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
74,563
+144.8%
$3.4M0.0%$49.15
43
2025-Q4
Increased
30,458
+2.5%
$1.4M0.0%$45.58
26
2025-Q3
Decreased
29,713
-52.7%
$1.4M0.0%$44.87
0
2025-Q2
Decreased
62,868
-16.5%
$2.8M0.0%$43.18
0
2025-Q1
Increased
75,277
+0.2%
$3.3M0.0%$42.08
26
2024-Q4
Increased
75,130
+12.0%
$3.2M0.0%$41.04
30
2024-Q3
Increased
67,054
+5.3%
$3.2M0.0%$45.24
28

Other major holders of RWO: Steward Partners Investment Advisory, LLC, STATE STREET CORP, JONES FINANCIAL COMPANIES LLLP

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