WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 14 filers reported holding SPDR SER TR in Q4 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$637
-99.9%
13,788
+28.0%
0.05%
-31.9%
Q4 2022$506,256
+1.9%
10,7760.0%0.07%
+4.5%
Q3 2022$497,00010,7760.07%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Alaska Wealth Advisors 759,066$35,091,6215.59%
Quent Capital, LLC 750,027$34,673,7665.41%
Kades & Cheifetz LLC 138,823$6,417,7785.08%
Ackerman Capital Advisors, LLC 332,114$15,353,6304.28%
AUA CAPITAL MANAGEMENT, LLC 102,428$4,735,2463.42%
MONEYWISE, INC. 114,736$5,304,2383.33%
Leisure Capital Management 120,703$5,580,1003.21%
ALTFEST L J & CO INC 431,256$19,9373.14%
Tilson Financial Group, Inc. 68,578$3,1702.49%
DUBUQUE BANK & TRUST CO 390,306$18,043,8462.41%
View complete list of SPDR SER TR shareholders