LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$414
-99.9%
8,246
+8.7%
0.10%
+5.1%
Q2 2023$395,455
+15.3%
7,589
+6.5%
0.10%
+38.0%
Q1 2023$343,112
+15.5%
7,126
+0.7%
0.07%
-10.1%
Q3 2022$297,000
+26.4%
7,075
+33.3%
0.08%
-16.8%
Q2 2022$235,000
-16.1%
5,309
+0.4%
0.10%
-5.9%
Q1 2022$280,000
-4.8%
5,286
+0.3%
0.10%
+676.9%
Q4 2021$294,000
+10.9%
5,269
+0.4%
0.01%
-86.3%
Q3 2021$265,000
+0.8%
5,250
+0.3%
0.10%
-6.9%
Q2 2021$263,000
+345.8%
5,235
+291.3%
0.10%
+251.7%
Q1 2021$59,0000.0%1,3380.0%0.03%0.0%
Q4 2020$59,000
+145.8%
1,338
+119.0%
0.03%
+107.1%
Q3 2020$24,000
-22.6%
611
-31.0%
0.01%
-48.1%
Q2 2019$31,000
+6.9%
8860.0%0.03%
+22.7%
Q1 2019$29,000
+16.0%
8860.0%0.02%
+15.8%
Q4 2018$25,0008860.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders