WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,572
+2.4%
160,728
+7.0%
0.78%
-35.7%
Q2 2023$10,326
-4.5%
150,172
-8.2%
1.21%
-12.9%
Q1 2023$10,808
-99.9%
163,565
+5.1%
1.38%
+0.3%
Q4 2022$10,067,423
+14.5%
155,554
+2.3%
1.38%
+18.7%
Q3 2022$8,790,000
-59.8%
152,035
-57.6%
1.16%
-22.4%
Q2 2022$21,870,000358,5651.50%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders