PCG Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$931,290
+1.7%
11,082
-0.5%
0.59%
+1.6%
Q4 2022$915,858
-53.4%
11,140
-57.1%
0.58%
-17.3%
Q3 2022$1,965,000
+85.6%
25,980
+96.5%
0.70%
-7.3%
Q2 2022$1,059,000
-15.1%
13,222
-0.8%
0.76%
-4.7%
Q1 2022$1,248,00013,3280.79%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders