Rockbridge Investment Management, LCC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 65 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$18,000
+5.9%
1480.0%0.00%0.0%
Q3 2021$17,000
-5.6%
148
-7.5%
0.00%0.0%
Q2 2021$18,0000.0%1600.0%0.00%0.0%
Q1 2021$18,000
+20.0%
1600.0%0.00%0.0%
Q4 2020$15,000
+25.0%
1600.0%0.00%0.0%
Q3 2020$12,0000.0%1600.0%0.00%0.0%
Q2 2020$12,0001600.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Clear Creek Financial Management, LLC 44,618$4,366,0002.12%
PACIFIC SUN FINANCIAL CORP 9,207$875,0000.83%
AdvisorNet Financial, Inc 46,863$4,455,0000.41%
MONECO Advisors, LLC 5,140$489,0000.38%
REILLY FINANCIAL ADVISORS, LLC 22,741$2,162,0000.27%
PERSONAL CFO SOLUTIONS, LLC 6,233$593,0000.24%
Kovack Advisors, Inc. 9,169$872,0000.18%
PACIFIC FINANCIAL GROUP INC 16,711$1,554,0000.17%
Capital Analysts, LLC 15,386$1,462,0000.16%
FLAGSHIP HARBOR ADVISORS, LLC 6,935$659,0000.13%
View complete list of SPDR SER TR shareholders