Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$238,0000.0%7,768
+0.0%
0.04%
-10.3%
Q3 2021$238,000
-1.7%
7,767
-1.5%
0.04%
-4.9%
Q2 2021$242,000
-1.6%
7,888
-1.6%
0.04%
-12.8%
Q1 2021$246,000
-2.8%
8,020
-2.9%
0.05%
-9.6%
Q4 2020$253,000
-49.5%
8,262
-49.6%
0.05%
-56.3%
Q3 2020$501,000
+8.2%
16,382
+7.8%
0.12%
-0.8%
Q2 2020$463,00015,2020.12%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Astor Investment Management LLC 977,990$30,043,85811.31%
Fortitude Advisory Group L.L.C. 483,843$14,863,64410.05%
MFA WEALTH ADVISORS, LLC 1,048,544$32,211,27910.00%
Donoghue Forlines LLC 683,261$20,989,7787.47%
Ameliora Wealth Management Ltd. 326,575$10,032,3845.95%
Providence First Trust Co 344,678$10,588,5085.91%
Cedar Mountain Advisors, LLC 567,653$17,438,3005.14%
Towercrest Capital Management 824,873$25,340,1124.93%
Cornerstone Management, Inc. 588,830$18,088,8584.83%
WESCAP Management Group, Inc. 434,481$13,347,2644.75%
View complete list of SPDR SER TR shareholders