WCG Wealth Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2024$1,317
-2.3%
10,357
+0.8%
0.10%
-13.3%
Q1 2024$1,348
-0.9%
10,274
-5.6%
0.11%
+13.0%
Q4 2023$1,360
+4.5%
10,881
-3.8%
0.10%
+5.3%
Q3 2023$1,30111,3120.10%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders