LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 88 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$1,000
-50.0%
18
-33.3%
0.00%
-100.0%
Q2 2021$2,000
+100.0%
270.0%0.00%
Q1 2021$1,0000.0%270.0%0.00%
Q4 2020$1,0000.0%27
-28.9%
0.00%
-100.0%
Q3 2020$1,0000.0%380.0%0.00%0.0%
Q2 2020$1,0000.0%380.0%0.00%0.0%
Q1 2020$1,000380.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Maxi Investments CY Ltd 50,000$2,984,0002.13%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 16,564$989,0000.75%
WASHBURN CAPITAL MANAGEMENT, INC. 8,650$516,0000.44%
Financial Sense Advisors, Inc. 16,278$971,0000.36%
SPC Financial, Inc. 37,541$2,240,0000.28%
ArchPoint Investors 11,500$686,0000.27%
Syntal Capital Partners, LLC 8,701$519,0000.23%
Concorde Financial Corp 2,571$153,0000.17%
TWIN FOCUS CAPITAL PARTNERS, LLC 10,425$622,0000.14%
Prospera Financial Services Inc 17,541$1,047,0000.05%
View complete list of SPDR SER TR shareholders