LIBERTY WEALTH MANAGEMENT LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 232 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$232,000
+4540.0%
1,906
+3637.3%
0.01%
+400.0%
Q3 2021$5,0000.0%510.0%0.00%0.0%
Q2 2021$5,000510.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 85,415$9,648,0004.46%
PATTON FUND MANAGEMENT, INC. 115,741$14,139,0004.29%
Arrow Investment Advisors, LLC 48,889$5,973,0004.23%
Coco Enterprises, LLC 30,312$3,703,0002.91%
Capital Advisors Wealth Management, LLC 76,209$9,310,0002.83%
Gunma Bank,Ltd. 18,000$2,199,0001.92%
DB Wealth Management Group, LLC 24,007$2,933,0001.74%
Redhawk Wealth Advisors, Inc. 44,285$5,410,0001.38%
Smallwood Wealth Investment Management, LLC 11,066$1,352,0001.26%
DAVIDSON TRUST CO 11,999$1,466,0001.01%
View complete list of SPDR SERIES TRUST shareholders