LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$41,0000.0%1,2890.0%0.02%0.0%
Q4 2020$41,0000.0%1,289
+0.9%
0.02%
-16.7%
Q3 2020$41,0001,2770.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders