Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 45 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$23,0000.0%8500.0%0.00%
-25.0%
Q3 2021$23,0000.0%8500.0%0.00%0.0%
Q2 2021$23,0000.0%8500.0%0.00%0.0%
Q1 2021$23,0000.0%8500.0%0.00%
-20.0%
Q4 2020$23,000
+9.5%
8500.0%0.01%0.0%
Q3 2020$21,0000.0%8500.0%0.01%0.0%
Q2 2020$21,0008500.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Systelligence, LLC 450,851$12,069,0003.21%
Horizon Investment Services, LLC 241,023$6,452,0003.18%
Aurora Private Wealth, Inc. 81,093$2,171,0000.88%
CEDAR CAPITAL, LLC 9,945$266,0000.48%
Advisor Resource Council 51,874$1,389,0000.42%
CAPITAL ADVISORS INC/OK 453,815$12,149,0000.36%
USAdvisors Wealth Management, LLC 30,736$823,0000.36%
FSB PREMIER WEALTH MANAGEMENT, INC. 20,625$552,0000.28%
MA Private Wealth 48,155$1,289,0000.25%
Madden Advisory Services, Inc. 12,631$338,0000.24%
View complete list of SPDR SER TR shareholders