WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$1,078
+0.7%
20,212
-8.1%
0.09%
+13.9%
Q4 2023$1,071
-18.4%
21,982
-26.6%
0.08%
-17.7%
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 ↓
TIEDEMANN ADVISORS, LLC 7,570,189$246,999,00011.93%
Measured Wealth Private Client Group, LLC 647,533$21,129,00010.22%
WALLER FINANCIAL PLANNING GROUP, INC 651,299$21,252,0007.79%
Peterson Wealth Advisors, LLC 417,983$13,639,0006.99%
ARQ WEALTH ADVISORS, LLC 214,860$7,011,0006.75%
Valmark Advisers, Inc. 7,916,423$258,313,0005.87%
Financial Strategies Group, Inc. 232,092$7,573,0005.10%
Good Life Advisors, LLC 538,228$17,559,0004.78%
Retirement Planning Group, LLC 858,718$28,020,0004.57%
Private Wealth Group, LLC 159,324$5,199,0004.22%
View complete list of SPDR SER TR shareholders