Beacon Pointe Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 266 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$777,000
+45.8%
12,051
+34.7%
0.14%
+27.7%
Q3 2019$533,000
-19.5%
8,948
-17.7%
0.11%
-20.0%
Q2 2019$662,000
+50.5%
10,876
+47.6%
0.14%
+40.0%
Q1 2019$440,000
+4.5%
7,371
-5.6%
0.10%
-34.2%
Q4 2018$421,0007,8090.15%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 317,950$22,415,0007.44%
Forbes Financial Planning, Inc. 66,910$4,707,0006.75%
DENVER WEALTH MANAGEMENT, INC. 60,657$4,276,0004.47%
AIRE ADVISORS, LLC 167,106$11,785,0004.20%
ERTS Wealth Advisors, LLC 186,902$13,177,0003.74%
Clarus Wealth Advisors 72,633$5,170,0003.64%
Rodgers & Associates, LTD 293,508$20,692,0003.55%
NorthRock Partners, LLC 460,248$32,447,0003.37%
FAS Wealth Partners, Inc. 445,865$31,433,0003.31%
Financial Planning & Information Services, Inc. 182,221$12,847,0003.13%
View complete list of SPDR SER TR shareholders