Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$4,000
+100.0%
84
+40.0%
0.00%
Q3 2021$2,0000.0%600.0%0.00%
Q2 2021$2,0000.0%600.0%0.00%
Q1 2021$2,0000.0%600.0%0.00%
Q4 2020$2,0000.0%600.0%0.00%
Q3 2020$2,0000.0%600.0%0.00%
-100.0%
Q2 2020$2,000600.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 14,373,447$600,091,00038.52%
Choice Wealth Advisors, LLC 617,740$25,747,00020.42%
RESTON WEALTH MANAGEMENT LLC 900,226$37,584,00019.28%
NICOLET ADVISORY SERVICES, LLC 3,247,213$136,578,00017.83%
ERTS Wealth Advisors, LLC 1,416,194$59,126,00016.55%
Tennessee Valley Asset Management Partners 1,127,167$47,059,00015.93%
Willis Johnson & Associates, Inc. 2,907,029$121,368,00015.93%
Whitcomb & Hess, Inc. 881,816$36,816,00014.55%
Compton Financial Group, LLC 793,918$33,146,00013.69%
Measured Wealth Private Client Group, LLC 864,499$36,093,00013.27%
View complete list of SPDR SER TR shareholders