WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 548 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,275
-10.5%
19,220
-13.5%
0.09%
-21.0%
Q1 2024$1,425
-3.4%
22,214
-12.0%
0.12%
+10.2%
Q4 2023$1,475
+10.6%
25,237
-0.7%
0.11%
+10.2%
Q3 2023$1,33425,4170.10%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,239,688$67,488,59234.88%
Weitzel Financial Services, Inc. 712,673$38,797,95522.03%
Asset Management Resources, LLC 596,195$32,456,87119.72%
Financial Strategies Group, Inc. 894,722$48,708,64415.58%
Rinkey Investments 592,286$32,244,05014.74%
Bridgewealth Advisory Group, LLC 165,979$9,035,89914.68%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 812,089$44,210,15014.67%
Treasure Coast Financial Planning 395,178$21,513,50314.54%
Rockbridge Investment Management, LCC 1,415,377$77,053,14513.55%
Shepherd Financial Partners LLC 1,488,684$81,043,93512.57%
View complete list of SPDR SER TR shareholders