LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$32,000
+3.2%
871
+4.8%
0.01%
-8.3%
Q2 2021$31,000
-48.3%
831
-49.2%
0.01%
-58.6%
Q1 2021$60,0000.0%1,6350.0%0.03%0.0%
Q4 2020$60,0000.0%1,635
+0.6%
0.03%
-17.1%
Q3 2020$60,000
+2900.0%
1,626
+2967.9%
0.04%
+3400.0%
Q2 2020$2,000530.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders