Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,682,000
+1.1%
54,303
+2.0%
0.25%
-9.8%
Q3 2021$1,664,000
+1.6%
53,235
+1.8%
0.28%
-0.7%
Q2 2021$1,637,000
-0.8%
52,307
-0.8%
0.28%
-11.2%
Q1 2021$1,651,000
-4.4%
52,718
-4.1%
0.31%
-11.6%
Q4 2020$1,727,000
-0.3%
54,989
-0.4%
0.35%
-14.1%
Q3 2020$1,733,000
-0.4%
55,231
-0.5%
0.41%
-9.1%
Q2 2020$1,740,00055,5080.45%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders