Beacon Pointe Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$305,618
-3.5%
3,637
-5.6%
0.01%
-16.7%
Q4 2022$316,748
+8.8%
3,8530.0%0.01%
-14.3%
Q3 2022$291,000
-5.5%
3,8530.0%0.01%0.0%
Q2 2022$308,000
-93.9%
3,853
-92.9%
0.01%
-89.9%
Q1 2022$5,051,000
-5.0%
53,955
-3.8%
0.07%
-47.3%
Q3 2021$5,315,00056,1020.13%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 136,266$10,912,00010.35%
Wall Capital Group, Inc. 157,297$12,801,0008.88%
RVW Wealth, LLC 330,051$26,430,0003.54%
Atlas Private Wealth Advisors 71,843$5,753,0003.45%
Montz Harcus Wealth Management LLC 22,496$1,801,0001.90%
Gerber Kawasaki Wealth & Investment Management 240,087$19,175,0001.82%
IFG Advisors, LLC 44,041$3,527,0001.78%
OneDigital Investment Advisors LLC 516,764$41,382,0001.78%
DIXON HUBARD FEINOUR & BROWN INC/VA 167,105$13,382,0001.59%
DEFINED WEALTH MANAGEMENT, LLC 17,733$1,420,0001.46%
View complete list of SPDR SER TR shareholders