Beacon Pointe Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$515,727
+37.1%
12,499
+43.6%
0.01%0.0%
Q2 2023$376,032
-3.3%
8,704
-8.8%
0.01%
-14.3%
Q1 2023$388,731
+10.4%
9,546
+5.5%
0.01%0.0%
Q4 2022$352,040
+20.6%
9,052
+6.9%
0.01%0.0%
Q3 2022$292,000
-32.1%
8,464
-27.4%
0.01%
-22.2%
Q2 2022$430,00011,6660.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders