LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$438,411
-77.3%
5,217
-79.6%
0.09%
-82.5%
Q3 2022$1,931,000
+61.6%
25,515
+70.9%
0.52%
+6.2%
Q2 2022$1,195,000
-49.0%
14,934
-40.7%
0.48%
-42.7%
Q1 2022$2,344,000
-14.3%
25,204
-8.5%
0.85%
+610.9%
Q4 2021$2,735,000
+18.3%
27,548
+12.9%
0.12%
-85.6%
Q3 2021$2,312,000
+10.1%
24,400
+13.6%
0.82%
+1.1%
Q2 2021$2,099,000
+160.4%
21,470
+129.2%
0.82%
+107.1%
Q1 2021$806,0000.0%9,3670.0%0.39%0.0%
Q4 2020$806,0009,3670.39%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 47,489$4,701,0005.94%
Capital Advantage, Inc. 90,139$9,925,0003.35%
Asset Management Group, Inc. 31,810$3,149,0001.43%
ARS Investment Partners, LLC 32,370$3,205,0000.75%
Legacy Private Trust Co. 49,118$4,863,0000.74%
WHALEROCK POINT PARTNERS, LLC 5,710$565,0000.25%
COMERICA SECURITIES INC 5,816$576,0000.24%
Northeast Financial Consultants Inc 3,679$364,0000.19%
Carnegie Capital Asset Management, LLC 9,615$894,0000.16%
CORRADO ADVISORS, LLC 2,293$227,0000.13%
View complete list of SPDR SER TR shareholders