Rockbridge Investment Management, LCC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 80 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2021$22,000
-47.6%
425
-48.5%
0.00%
-50.0%
Q1 2021$42,000
-2.3%
8250.0%0.01%
-11.1%
Q4 2020$43,000
+19.4%
825
+0.6%
0.01%0.0%
Q3 2020$36,000820
+8100.0%
0.01%
Q2 2020$0100.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 37,187$1,522,8081.48%
Garden State Investment Advisory Services LLC 34,937$1,430,6540.85%
Alta Wealth Advisors LLC 7,070$289,5170.20%
VISTA INVESTMENT MANAGEMENT 5,702$233,4970.13%
Wharton Business Group, LLC 43,075$1,7640.10%
Fragasso Group Inc. 13,000$532,3500.06%
FIRST CITIZENS BANK & TRUST CO 35,930$1,4710.04%
NWAM LLC 11,962$489,8480.04%
Flaharty Asset Management, LLC 5,110$209,2550.04%
MAI Capital Management 49,741$2,036,8940.03%
View complete list of SPDR SERIES TRUST shareholders