WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 384 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$14,418
+2.9%
529,682
+5.6%
1.07%
-8.9%
Q1 2024$14,018
+0.6%
501,735
+4.5%
1.17%
+14.5%
Q4 2023$13,934
+460.7%
480,138
+405.2%
1.02%
+462.6%
Q3 2023$2,48595,0310.18%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
MASON STREET ADVISORS, LLC 3,700,000$100,714,00013.55%
R. W. Roge & Company, Inc. 464,998$12,6577.23%
Nan Shan Life Insurance Co., Ltd. 10,956,900$298,246,8187.05%
ERTS Wealth Advisors, LLC 1,107,915$30,157,4496.06%
Voya Financial Advisors, Inc. 1,871,527$51,766,4265.85%
Strategic Wealth Investment Group, LLC 1,501,317$40,070,1395.06%
Advocacy Wealth Management Services, LLC 2,187,692$59,548,9764.91%
One Day In July LLC 1,425,146$38,792,4784.84%
Municipal Employees' Retirement System of Michigan 12,764,462$347,4494.82%
O'Brien Wealth Partners LLC 765,444$20,835,3744.68%
View complete list of SPDR SER TR shareholders