Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MEASURED WEALTH PRIVATE CLIENT GROUP LLC 02-06-2024 12-31-2023 176 271,422,721
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PRTFLO S&P500 VL 1 $33,715,065 723,034 0.01 0.01 -23,663 -3.17 12-31-2023
SPDR SER TR PRTFLO S&P500 GW 2 $29,535,171 453,968 0.01 0.01 -11,776 -2.53 12-31-2023
SPDR SER TR PORTFOLIO S&P400 3 $22,494,038 461,700 0.01 0.01 -5,883 -1.26 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 4 $16,815,418 35,378 0.01 0.01 -428 -1.20 12-31-2023
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