Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$106,000
+14.0%
1,4570.0%0.02%
+6.7%
Q3 2021$93,000
+1.1%
1,4570.0%0.02%
-6.2%
Q2 2021$92,000
+12.2%
1,4570.0%0.02%0.0%
Q1 2021$82,000
+1.2%
1,4570.0%0.02%
-5.9%
Q4 2020$81,000
+11.0%
1,4570.0%0.02%0.0%
Q3 2020$73,000
+12.3%
1,4570.0%0.02%0.0%
Q2 2020$65,0001,4570.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders