LIBERTY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 174 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$68,000
+1.5%
636
+0.2%
0.02%
-7.7%
Q2 2021$67,000
+415.4%
635
+323.3%
0.03%
+333.3%
Q1 2021$13,0000.0%1500.0%0.01%0.0%
Q4 2020$13,0001500.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 1,888,236$62,764,96543.46%
Choate Investment Advisors 3,638,553$120,945,4855.84%
Chapman Investment Management, LLC 190,989$6,348,4755.22%
Sensible Financial Planning & Management, LLC. 423,921$14,0913.32%
RETIREMENT INCOME SOLUTIONS, INC 304,735$10,129,3912.95%
GOULD ASSET MANAGEMENT LLC /CA/ 167,327$5,561,9491.58%
Stonehearth Capital Management, LLC 171,346$5,695,5721.53%
Fortis Capital Management LLC 79,134$2,630,4201.06%
Investment Research & Advisory Group, Inc. 3,625$1,484,0390.95%
Gemmer Asset Management LLC 173,210$5,757,4960.84%
View complete list of SPDR SER TR shareholders