Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 131 filers reported holding SPDR SER TR in Q4 2020. 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$33,000
+10.0%
2800.0%0.01%0.0%
Q3 2021$30,0000.0%2800.0%0.01%0.0%
Q2 2021$30,000
+11.1%
2800.0%0.01%0.0%
Q1 2021$27,000
+3.8%
2800.0%0.01%0.0%
Q4 2020$26,000
+62.5%
280
+44.3%
0.01%
+25.0%
Q3 2020$16,000
+6.7%
1940.0%0.00%0.0%
Q2 2020$15,0001940.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 1,888,236$62,764,96543.46%
Choate Investment Advisors 3,638,553$120,945,4855.84%
Chapman Investment Management, LLC 190,989$6,348,4755.22%
Sensible Financial Planning & Management, LLC. 423,921$14,0913.32%
RETIREMENT INCOME SOLUTIONS, INC 304,735$10,129,3912.95%
GOULD ASSET MANAGEMENT LLC /CA/ 167,327$5,561,9491.58%
Stonehearth Capital Management, LLC 171,346$5,695,5721.53%
Fortis Capital Management LLC 79,134$2,630,4201.06%
Investment Research & Advisory Group, Inc. 3,625$1,484,0390.95%
Gemmer Asset Management LLC 173,210$5,757,4960.84%
View complete list of SPDR SER TR shareholders