SPDR SER TR

Ticker: FLRN CUSIP: 78468R200 Class: BLOOMBERG INVT

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,144 Value ($000) $404 Avg Close Range
Q3 2025
Shares 9,440 Value ($000) $291 Avg Close Range
Q2 2025
Shares 9,324 Value ($000) $287 Avg Close Range
Q1 2025
Shares 17,680 Value ($000) $545 Avg Close Range
Q4 2024
Shares 13,589 Value ($000) $418 Avg Close Range
Q2 2024
Shares 96,003 Value ($000) $0 Avg Close Range
Q2 2023
Shares 15,190 Value ($000) $466 Avg Close Range
Q1 2023
Shares 10,619 Value ($000) $323 Avg Close Range