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 ↓
Ford Financial Group, LLC 873,647$27,921,00017.81%
INSPIRION WEALTH ADVISORS, LLC 896,667$28,657,00012.55%
NICOLET ADVISORY SERVICES, LLC 2,026,994$64,783,0009.83%
Measured Wealth Private Client Group, LLC 446,239$14,262,0009.22%
KAYS FINANCIAL ADVISORY CORP /ADV 1,463,709$46,780,0008.58%
AlphaStar Capital Management, LLC 1,111,737$35,531,0008.47%
Focused Wealth Management, Inc 934,871$29,878,0008.26%
Lutz Financial Services LLC 1,264,644$40,418,0007.75%
Horizon Investments, LLC 5,971,265$190,842,0007.73%
Advisory Alpha, LLC 804,478$25,131,897,0007.44%
View complete list of SPDR SER TR shareholders