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 ↓
Rock Creek Group, LP 179,839$23,211,0003.92%
Forefront Analytics, LLC 45,964$4,643,0001.69%
Laurel Wealth Planning LLC 17,619$1,779,0001.44%
South Shore Capital Advisors 2,830$286,0000.52%
MITCHELL SINKLER & STARR/PA 4,305$435,0000.39%
ALBION FINANCIAL GROUP /UT 21,926$2,214,0000.19%
Community Financial Services Group, LLC 5,580$563,0000.15%
Bell Investment Advisors, Inc 4,478$452,0000.13%
Livingston Group Asset Management CO (operating as Southport Capital Management) 2,740$277,0000.11%
Secure Asset Management, LLC 1,994$201,0000.10%
View complete list of SPDR SER TR shareholders