Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$26,000
+30.0%
3360.0%0.01%0.0%
Q3 2020$20,000
+5.3%
3360.0%0.01%0.0%
Q2 2020$19,0003360.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 97,385$7,182,2187.06%
Kades & Cheifetz LLC 104,068$7,675,0326.05%
DENVER WEALTH MANAGEMENT, INC. 98,652$7,275,6475.05%
AIRE ADVISORS, LLC 221,120$16,325,5244.56%
Rodgers & Associates, LTD 356,242$26,272,8674.08%
ERTS Wealth Advisors, LLC 197,824$14,589,5253.54%
Financial Planning & Information Services, Inc. 213,477$15,743,9173.05%
SHAKESPEARE WEALTH MANAGEMENT, INC. 116,470$8,589,6873.05%
NorthRock Partners, LLC 369,190$27,227,7672.90%
KWB Wealth 213,561$15,427,6322.85%
View complete list of SPDR SER TR shareholders