WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,917
-2.3%
21,525
-3.6%
0.14%
-38.9%
Q2 2023$1,962
+16.9%
22,325
+10.2%
0.23%
+6.5%
Q1 2023$1,679
-99.9%
20,251
-1.9%
0.22%
-3.6%
Q4 2022$1,627,190
-3.8%
20,652
-11.2%
0.22%0.0%
Q3 2022$1,692,000
-26.8%
23,258
-34.8%
0.22%
+41.1%
Q2 2022$2,312,00035,6690.16%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Money Design Co.,Ltd. 220,674$17,3880.59%
Fingerlakes Wealth Management, Inc. 5,446$429,1060.59%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,864$619,6230.41%
Laurel Wealth Planning LLC 7,076$557,5340.36%
Mendel Capital Management LLC 4,064$320,1900.33%
KilterHowling LLC 2,744$216,2220.23%
WCG Wealth Advisors LLC 20,652$1,627,1900.22%
ALBION FINANCIAL GROUP /UT 27,726$2,184,5950.21%
US FINANCIAL ADVISORS, LLC 4,274$336,7580.17%
Bell Investment Advisors, Inc 5,374$423,4300.10%
View complete list of SPDR SER TR shareholders