WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,312
+63.6%
29,965
+71.4%
0.10%
+2.1%
Q2 2023$802
+9.9%
17,482
+5.3%
0.09%0.0%
Q1 2023$73016,6060.09%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 1,242,075$42,317,00012.82%
WALLER FINANCIAL PLANNING GROUP, INC 489,111$16,591,0009.23%
Peterson Wealth Advisors, LLC 323,041$11,006,0006.97%
Clear Creek Financial Management, LLC 475,241$16,191,0006.93%
Winch Advisory Services, LLC 291,201$9,921,0005.17%
Advisory Alpha, LLC 454,896$15,398,0005.14%
NICOLET ADVISORY SERVICES, LLC 943,207$32,135,0004.91%
ERn Financial, LLC 174,620$5,949,0004.48%
TPG Financial Advisors, LLC 110,193$3,780,0003.46%
STRINGER ASSET MANAGEMENT, LLC 80,047$2,727,0003.02%
View complete list of SPDR SER TR shareholders