Beacon Pointe Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$444,000
+26.1%
12,254
+18.1%
0.08%
+10.8%
Q3 2019$352,000
+3.5%
10,372
+4.0%
0.07%
+2.8%
Q2 2019$340,000
-4.2%
9,975
-6.3%
0.07%
-11.1%
Q1 2019$355,00010,6420.08%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,702,683$333,374,00016.25%
WALLER FINANCIAL PLANNING GROUP, INC 786,685$39,130,0009.80%
Measured Wealth Private Client Group, LLC 487,279$24,237,0008.56%
ODonnell Financial Services, LLC 387,948$17,512,0008.09%
ARQ WEALTH ADVISORS, LLC 215,871$10,737,0007.63%
Peterson Wealth Advisors, LLC 494,976$24,620,0007.10%
Montz Harcus Wealth Management LLC 151,589$7,540,0006.60%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 140,262$6,980,0005.92%
New Perspectives, Inc 165,406$8,227,0005.82%
Financial Strategies Group, Inc. 283,988$14,126,0005.76%
View complete list of SPDR SER TR shareholders