Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$60,0000.0%2,2070.0%0.01%
-10.0%
Q3 2021$60,000
-1.6%
2,2070.0%0.01%0.0%
Q2 2021$61,000
+1.7%
2,2070.0%0.01%
-9.1%
Q1 2021$60,000
+1.7%
2,2070.0%0.01%
-8.3%
Q4 2020$59,000
+3.5%
2,2070.0%0.01%
-14.3%
Q3 2020$57,000
+1.8%
2,2070.0%0.01%
-6.7%
Q2 2020$56,0002,2070.02%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,086,626$30,088,00012.05%
Glovista Investments LLC 1,622,795$44,935,0008.65%
Hanlon Investment Management, Inc. 2,474,164$68,510,0006.43%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 735,780$20,374,0005.32%
Astor Investment Management LLC 977,333$27,062,0005.11%
FLOW TRADERS U.S. LLC 1,908,056$52,834,0004.91%
DeGreen Capital Management LLC 236,601$6,535,0004.82%
Efficient Market Advisors, LLC 1,054,623$29,203,0004.49%
Creative Planning 23,912,661$662,142,0004.22%
RiverFront Investment Group, LLC 5,620,339$155,626,0004.15%
View complete list of SPDR SER TR shareholders