LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SHM and the CUSIP is 78468R739. A total of 397 filers reported holding SPDR SER TR in Q3 2023. 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
Q3 2021$4,000
-42.9%
79
-46.3%
0.00%
-66.7%
Q2 2021$7,000
+133.3%
147
+86.1%
0.00%
+200.0%
Q1 2021$3,0000.0%790.0%0.00%0.0%
Q4 2020$3,000
-40.0%
79
-20.2%
0.00%
-75.0%
Q1 2020$5,0000.0%99
+1.0%
0.00%0.0%
Q4 2019$5,000980.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPRIN ASSET MANAGEMENT LLC /ADV 791,391$37,457,00032.08%
Biltmore Wealth Management, LLC 704,911$33,363,00012.96%
Leisure Capital Management 208,913$9,888,0005.00%
MY Wealth Management Inc. 112,819$5,340,0004.95%
PEAK FINANCIAL ADVISORS LLC 106,978$5,063,0004.34%
Newport Capital Group, LLC 118,074$5,588,0004.19%
Sunflower Bank, N.A. 598,535$28,328,0003.85%
ALTFEST L J & CO INC 382,237$18,091,0003.23%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 831,298$39,345,0003.12%
Anson Capital, Inc. 68,479$3,241,0003.06%
View complete list of SPDR SER TR shareholders