Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.

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 Q1 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 1,674,042$70,159,00022.48%
RESTON WEALTH MANAGEMENT LLC 454,566$19,051,00015.23%
Provident Wealth Management, LLC 371,728$15,579,00013.89%
Ford Financial Group, LLC 574,242$24,066,00013.86%
Measured Wealth Private Client Group, LLC 483,708$20,272,00013.52%
TRUEFG, LLC 415,316$17,406,00013.20%
NICOLET ADVISORY SERVICES, LLC 1,787,280$74,905,00011.77%
Focused Wealth Management, Inc 1,060,935$44,464,00010.50%
INSPIRION WEALTH ADVISORS, LLC 638,795$26,772,0009.04%
AlphaStar Capital Management, LLC 982,194$41,164,0008.93%
View complete list of SPDR SER TR shareholders