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SPY
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Position history for Beacon Pointe Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Beacon Pointe Advisors, LLC holds 267,422 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $173.9M as of 2026-Q1. The position was increased (+19.4% shares). SPY represents 0.9% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$173.9M

Current Shares

267,422

Total Value Change

+$107.6M

Total Shares Change

+145,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
267,422
+19.4%
$173.9M0.9%$680.33
51
2025-Q4
Increased
224,073
+5.3%
$152.8M1.1%$687.01
50
2025-Q3
Increased
212,701
+29.1%
$141.7M1.2%$661.72
60
2025-Q2
Decreased
164,744
-7.8%
$101.8M1.1%$611.40
0
2025-Q1
Increased
178,717
+0.4%
$100M1.1%$550.86
47
2024-Q4
Increased
178,001
+49.3%
$104.3M1.2%$581.39
65
2024-Q3
Decreased
119,250
-2.1%
$68.4M0.8%$562.94
0
2024-Q2
Decreased
121,772
-37.3%
$66.3M0.8%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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