Beacon Pointe Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,939,144
+13.4%
78,375
+17.6%
0.05%
-14.0%
Q2 2023$3,473,184
-75.0%
66,651
-76.9%
0.06%
-75.9%
Q1 2023$13,919,548
+411.0%
289,085
+377.4%
0.24%
+347.2%
Q4 2022$2,723,721
+15.4%
60,555
+7.9%
0.05%0.0%
Q3 2022$2,361,000
-18.6%
56,142
-14.0%
0.05%
-13.1%
Q2 2022$2,901,000
-20.5%
65,277
-5.0%
0.06%
+22.0%
Q1 2022$3,650,000
+19.2%
68,699
+25.3%
0.05%
-37.5%
Q4 2021$3,061,000
+13.5%
54,818
+2.5%
0.08%
+19.4%
Q3 2021$2,697,000
-4.3%
53,458
-4.6%
0.07%
-33.0%
Q2 2021$2,819,000
+8.6%
56,011
+0.7%
0.10%
-37.5%
Q1 2021$2,596,000
+9.1%
55,622
+2.8%
0.16%
-1.8%
Q4 2020$2,379,000
+12.0%
54,095
+0.2%
0.16%
-20.5%
Q3 2020$2,125,000
-2.2%
53,985
-10.1%
0.20%
-6.0%
Q2 2020$2,172,000
+51.1%
60,038
+26.5%
0.22%
-4.8%
Q1 2020$1,437,00047,4660.23%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders