Rockbridge Investment Management, LCC's ownership history for SPTM

Rockbridge Investment Management, LCC currently holds 933.8K shares with a market value of $73.8M. It started holding SPTM on 2024-12-31. At its peak, it held 1.0M shares on 2024-12-31. Its highest holding value was $78.4M on 2025-12-31. At its lowest, it held 933.8K shares on 2026-03-31, with a value of $66.2M on 2025-03-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 30.2K. In the recent year, Rockbridge Investment Management, LCC has decreased its shares by 39.9K.