Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$83,000
+2.5%
839
-1.8%
0.01%
-7.7%
Q3 2021$81,000
-2.4%
8540.0%0.01%
-7.1%
Q2 2021$83,0000.0%854
-2.7%
0.01%
-12.5%
Q1 2021$83,000
+7.8%
878
-9.6%
0.02%0.0%
Q4 2020$77,000
+30.5%
9710.0%0.02%
+14.3%
Q3 2020$59,000
-9.2%
971
-11.6%
0.01%
-17.6%
Q2 2020$65,0001,0990.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
JD Financial Services Inc. 89,607$7,127,0007.77%
Wall Capital Group, Inc. 229,070$18,220,0007.17%
Affinity Capital Advisors, LLC 95,635$7,607,0003.09%
RVW Wealth, LLC 245,445$20,000,0002.93%
OLD DOMINION CAPITAL MANAGEMENT INC 144,029$11,456,0002.85%
Ferguson Shapiro LLC 43,243$3,440,0002.56%
BCGM Wealth Management, LLC 34,683$3,202,0002.27%
OneDigital Investment Advisors LLC 403,172$32,068,0001.67%
Crestwood Advisors Group, LLC 528,178$42,011,0001.38%
Ironwood Wealth Management, LLC. 27,485$2,186,0001.36%
View complete list of SPDR SER TR shareholders