Rockbridge Investment Management, LCC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 81 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q1 2021
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 57,020$2,451,0001.35%
Financial Management Professionals, Inc. 74,145$3,187,0001.10%
Lionsbridge Wealth Management LLC 16,844$723,0000.81%
Wharton Business Group, LLC 120,830$5,193,0000.50%
VISTA INVESTMENT MANAGEMENT 9,077$390,0000.34%
BANK HAPOALIM BM 30,772$1,323,0000.31%
CX Institutional 40,552$1,743,0000.23%
FIRST CITIZENS BANK & TRUST CO 51,285$2,204,0000.18%
Brookstone Capital Management 50,311$2,162,0000.14%
Worth Venture Partners, LLC 4,673$201,0000.10%
View complete list of SPDR SERIES TRUST shareholders