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Spdr Ser Tr sp500 fosl etf shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Spdr Ser Tr sp500 fosl etf

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All positions including Spdr Ser Tr sp500 fosl etf held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 840 38.81
2021-12-31 $33k 280 117.86
2021-09-30 $30k 280 107.14
2021-06-30 $30k 280 107.14
2021-03-31 $27k 280 96.43
2020-12-31 $26k 280 92.86
2020-09-30 $16k 194 82.47
2020-06-30 $15k 194 77.32

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Spdr Ser Tr sp500 fosl etf

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Retirement Income Solutions
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Royal Bank of Canada
Goldman Sachs Group

View all funds holding Spdr Ser Tr sp500 fosl etf