Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$684,000
+38.5%
18,931
+40.1%
0.10%
+23.2%
Q3 2021$494,000
-1.4%
13,517
-1.0%
0.08%
-3.5%
Q2 2021$501,000
+1.2%
13,6580.0%0.08%
-9.6%
Q1 2021$495,000
-2.8%
13,658
-0.3%
0.09%
-9.6%
Q4 2020$509,000
-9.6%
13,699
-10.5%
0.10%
-21.8%
Q3 2020$563,000
+0.7%
15,302
-0.1%
0.13%
-8.3%
Q2 2020$559,00015,3150.14%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders