WCG Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 417 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$472
-78.9%
11,732
-78.7%
0.04%
-81.3%
Q1 2024$2,240
+12.8%
55,019
+8.6%
0.19%
+28.1%
Q4 2023$1,985
+12.1%
50,643
+0.3%
0.15%
+12.3%
Q3 2023$1,77050,4750.13%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 10,592,146$426,122,0348.56%
COWA, LLC 252,970$10,168,2775.42%
Curran Financial Partners, LLC 380,496$15,307,3595.12%
Erickson Financial Group, LLC 144,325$5,806,1954.43%
Barry Investment Advisors, LLC 311,606$12,535,9254.22%
Gunma Bank,Ltd. 115,000$4,6263.86%
Sonoma Private Wealth LLC 50,004$2,011,6433.26%
Genesee Capital Advisors, LLC 146,628$5,898,8492.89%
Financial Gravity Asset Management, Inc. 265,415$10,647,5752.66%
Keystone Financial Planning, Inc. 191,196$7,691,7992.54%
View complete list of SPDR SER TR shareholders