Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 473 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 7.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,692,000
-0.7%
15,585
+0.0%
0.25%
-11.7%
Q3 2021$1,704,000
-1.0%
15,583
-0.4%
0.28%
-3.4%
Q2 2021$1,721,000
+2.7%
15,649
+1.6%
0.29%
-7.9%
Q1 2021$1,676,000
+1.3%
15,408
+1.4%
0.32%
-6.5%
Q4 2020$1,655,000
+4.5%
15,192
-0.0%
0.34%
-9.6%
Q3 2020$1,584,000
-0.1%
15,195
-3.1%
0.38%
-9.0%
Q2 2020$1,586,00015,6770.41%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Symmetry Partners, LLC 206,340$19,5471.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 25,377$2,4040.88%
Apella Capital, LLC 114,694$10,753,6740.60%
Aletheian Wealth Advisors LLC 8,636$818,1500.54%
InTrack Investment Management Inc 2,608$247,0080.18%
McLean Asset Management Corp 3,245$304,6410.11%
Arden Trust Co 3,203$303,4210.04%
Pure Financial Advisors, LLC 13,087$1,239,7420.04%
WealthPLAN Partners, LLC 4,312$408,4760.04%
Fragasso Group Inc. 4,898$463,9500.04%
View complete list of SPDR SER TR shareholders