Rockbridge Investment Management, LCC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 162 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$81,000
+8.0%
1,8060.0%0.01%0.0%
Q3 2021$75,000
-3.8%
1,8060.0%0.01%
-7.7%
Q2 2021$78,000
+8.3%
1,8060.0%0.01%
-7.1%
Q1 2021$72,000
+20.0%
1,8060.0%0.01%
+16.7%
Q4 2020$60,000
+42.9%
1,8060.0%0.01%
+20.0%
Q3 2020$42,000
+10.5%
1,8060.0%0.01%0.0%
Q2 2020$38,0001,8060.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 1,250,796$76,661,28715.77%
New Harbor Financial Group, LLC 632,633$38,774,00013.72%
AFFINITY WEALTH MANAGEMENT LLC 458,911$30,132,0006.11%
Marks Wealth, LLC 325,955$19,978,0006.09%
Sterling Manor Financial, LLC 99,598$6,104,0004.88%
Legend Financial Advisors, Inc. 143,066$5,971,0003.79%
Harel Insurance Investments & Financial Services Ltd. 3,121,500$191,317,0003.13%
Bienville Capital Management, LLC 98,980$6,067,0002.97%
FOCUS Wealth Advisors, LLC 80,072$4,908,0002.92%
NEIRG Wealth Management, LLC 224,929$13,786,0002.70%
View complete list of SPDR SERIES TRUST shareholders