Rockbridge Investment Management, LCC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XNTK and the CUSIP is 78464A102. A total of 112 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$37,000
+5.7%
2220.0%0.01%
-16.7%
Q3 2021$35,0000.0%2220.0%0.01%0.0%
Q2 2021$35,000
+9.4%
2220.0%0.01%0.0%
Q1 2021$32,000
+3.2%
2220.0%0.01%0.0%
Q4 2020$31,000
+19.2%
2220.0%0.01%0.0%
Q3 2020$26,000
+18.2%
2220.0%0.01%0.0%
Q2 2020$22,0002220.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
FIFTH THIRD SECURITIES, INC. 2,282$317,0000.94%
SlateStone Wealth, LLC 22,370$3,110,0000.69%
RWA WEALTH PARTNERS, LLC 74,604$10,371,0000.67%
Geneva Partners, LLC 3,863$537,0000.33%
PCG Wealth Advisors, LLC 3,430$477,0000.30%
SUTTON PLACE INVESTORS LLC 2,059$249,0000.30%
PARSONS CAPITAL MANAGEMENT INC/RI 25,040$3,481,0000.26%
COUNTRY CLUB BANK /GFN 20,577$2,917,0000.25%
Goodman Advisory Group, LLC 5,101$709,0000.24%
Latitude Advisors, LLC 7,500$1,043,0000.24%
View complete list of SPDR SERIES TRUST shareholders