Rockbridge Investment Management, LCC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 220 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 170.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$8,000
+300.0%
68
+325.0%
0.00%
Q3 2021$2,0000.0%160.0%0.00%
Q2 2021$2,0000.0%160.0%0.00%
Q1 2021$2,000
+100.0%
160.0%0.00%
Q4 2020$1,0000.0%160.0%0.00%
Q3 2020$1,0000.0%160.0%0.00%
Q2 2020$1,000160.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 85,415$9,648,0004.46%
PATTON FUND MANAGEMENT, INC. 115,741$14,139,0004.29%
Arrow Investment Advisors, LLC 48,889$5,973,0004.23%
Coco Enterprises, LLC 30,312$3,703,0002.91%
Capital Advisors Wealth Management, LLC 76,209$9,310,0002.83%
Gunma Bank,Ltd. 18,000$2,199,0001.92%
DB Wealth Management Group, LLC 24,007$2,933,0001.74%
Redhawk Wealth Advisors, Inc. 44,285$5,410,0001.38%
Smallwood Wealth Investment Management, LLC 11,066$1,352,0001.26%
DAVIDSON TRUST CO 11,999$1,466,0001.01%
View complete list of SPDR SERIES TRUST shareholders