LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 864 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$297
+73.7%
6,096
+44.5%
0.05%
+45.9%
Q4 2023$171
-99.8%
4,218
+124.7%
0.04%
+42.3%
Q3 2021$73,000
-1.4%
1,877
+0.5%
0.03%
-10.3%
Q2 2021$74,000
+1380.0%
1,868
+1145.3%
0.03%
+1350.0%
Q1 2021$5,0000.0%1500.0%0.00%0.0%
Q4 2020$5,0001500.00%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hamilton Capital, LLC 10,016,236$407,861,14226.14%
Ford Financial Group, LLC 12,158$495,06320.99%
Choice Wealth Advisors, LLC 603,639$24,580,18217.87%
Willis Johnson & Associates, Inc. 3,351,420$136,469,82616.20%
NICOLET ADVISORY SERVICES, LLC 3,285,977$133,180,62815.35%
NICOLET BANKSHARES INC 1,120,076$45,609,49514.80%
Whitcomb & Hess, Inc. 930,984$37,909,66414.36%
Compton Financial Group, LLC 854,438$34,792,73113.74%
Measured Wealth Private Client Group, LLC 835,145$34,007,09613.10%
Leicht Financial Planning & Wealth Management, Inc. 482,952$19,665,80212.11%
View complete list of SPDR SER TR shareholders