PCG Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 85 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$409,124
-13.6%
4,475
-9.9%
0.27%
-8.8%
Q2 2023$473,369
-2.5%
4,967
-3.5%
0.29%
-4.2%
Q1 2023$485,440
+0.6%
5,147
-0.0%
0.31%
+0.7%
Q4 2022$482,5215,1490.30%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Alaska Permanent Fund Corp 5,617,235$523,313,00010.36%
Systelligence, LLC 114,057$10,626,0002.82%
RDA Financial Network 29,493$2,748,0001.21%
IHT Wealth Management, LLC 53,301$4,966,0000.40%
Atlas Private Wealth Advisors 7,409$690,0000.36%
XML Financial, LLC 24,841$2,314,0000.31%
IVC Wealth Advisors LLC 3,125$291,0000.20%
Insight Advisors, LLC/ PA 4,374$428,0000.13%
Larson Financial Group LLC 5,982$557,0000.11%
Wambolt & Associates, LLC 2,937$276,0000.11%
View complete list of SPDR SER TR shareholders