Beacon Pointe Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,752,921
+1.2%
97,047
+4.2%
0.07%
-22.6%
Q2 2023$5,681,977
+7.5%
93,133
-2.5%
0.09%
+3.3%
Q1 2023$5,286,721
+12.1%
95,498
+2.6%
0.09%
-1.1%
Q4 2022$4,715,031
+76.5%
93,054
+74.6%
0.09%
+51.7%
Q3 2022$2,672,000
-44.1%
53,298
-41.7%
0.06%
-40.6%
Q2 2022$4,778,000
-21.3%
91,352
-0.4%
0.10%
+21.7%
Q1 2022$6,074,000
+274.7%
91,737
+310.1%
0.08%
+97.6%
Q4 2021$1,621,000
+16.6%
22,370
+3.0%
0.04%
+23.5%
Q3 2021$1,390,000
+453.8%
21,711
+445.5%
0.03%
+277.8%
Q2 2021$251,000
+20.7%
3,980
+7.6%
0.01%
-30.8%
Q1 2021$208,0000.0%3,699
-1.9%
0.01%
-7.1%
Q4 2020$208,000
+3.5%
3,771
-5.8%
0.01%
-26.3%
Q3 2020$201,000
-15.9%
4,003
-24.8%
0.02%
-20.8%
Q2 2020$239,000
+18.3%
5,322
+2.5%
0.02%
-72.4%
Q3 2019$202,000
+0.5%
5,1940.0%0.09%
+19.2%
Q2 2019$201,0005,1940.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders