Measured Wealth Private Client Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of finance, it's important for investors to stay updated on the latest trends and shifts in the market. One way to assess these changes is through the 13F filings, which detail the holdings of institutional investors. Measured Wealth Private Client Group, LLC has recently released its Q2 2023 vs. Q3 2023 13F Holdings Comparison, shedding light on the company's investment decisions during this period. Let's take a closer look at the data and analyze the key takeaways.

SPDR SER TR (SPYV)

- Q2 2023 (SHARES): 754,600

- Q3 2023 (SHARES): 746,697

- Q2 2023 VALUE ($000): 32,598

- Q3 2023 VALUE ($000): 30,808

- Chg %: -5.5

SPDR SER TR (SPYG)

- Q2 2023 (SHARES): 469,788

- Q3 2023 (SHARES): 465,744

- Q2 2023 VALUE ($000): 28,661

- Q3 2023 VALUE ($000): 27,609

- Chg %: -3.7

SPDR SER TR (SPMD)

- Q2 2023 (SHARES): 457,992

- Q3 2023 (SHARES): 467,583

- Q2 2023 VALUE ($000): 21,017

- Q3 2023 VALUE ($000): 20,475

- Chg %: -2.6

SPDR S&P 500 ETF TR (SPY)

- Q2 2023 (SHARES): 36,997

- Q3 2023 (SHARES): 35,806

- Q2 2023 VALUE ($000): 16,400

- Q3 2023 VALUE ($000): 15,306

- Chg %: -6.7

VANGUARD WHITEHALL FDS (VYM)

- Q2 2023 (SHARES): 138,700

- Q3 2023 (SHARES): 135,963

- Q2 2023 VALUE ($000): 14,711

- Q3 2023 VALUE ($000): 14,047

- Chg %: -4.5

SELECT SECTOR SPDR TR (XLV)

- Q2 2023 (SHARES): 73,994

- Q3 2023 (SHARES): 76,385

- Q2 2023 VALUE ($000): 9,821

- Q3 2023 VALUE ($000): 9,833

- Chg %: 0.1

SPDR GOLD TR (GLD)

- Q2 2023 (SHARES): 40,806

- Q3 2023 (SHARES): 41,323

- Q2 2023 VALUE ($000): 7,274

- Q3 2023 VALUE ($000): 7,084

- Chg %: -2.6

These are just a few examples of the changes in holdings between Q2 2023 and Q3 2023 for Measured Wealth Private Client Group, LLC. As we can see, there are both increases and decreases in the number of shares held, as well as in the overall value of these holdings. These fluctuations could be due to various factors such as market conditions, company performance, or a change in investment strategy.

It's important to note that the Chg % column indicates the percentage change in holdings from Q2 2023 to Q3 2023. This metric is useful for tracking the performance of individual investments and assessing the overall investment strategy of Measured Wealth Private Client Group, LLC.

Analyzing these changes in holdings can provide insights into the investment decisions of Measured Wealth Private Client Group, LLC and potentially guide other investors in their own decision-making processes. However, it's important to remember that these figures represent a snapshot in time and may not necessarily reflect the current holdings of the company.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison for Measured Wealth Private Client Group, LLC reveals interesting shifts in its holdings. While some investments have seen a decrease in shares held and value, others have experienced growth. By staying informed about these changes, investors can gain a deeper understanding of market trends and potentially make more informed financial decisions.