Schwab Charitable Fund - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 291 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 24.34 and the average weighting 1.1%.

Quarter-by-quarter ownership
Schwab Charitable Fund ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$361,298
+2.5%
14,5450.0%0.03%
-44.1%
Q4 2022$352,571
+1.9%
14,5450.0%0.06%
-19.2%
Q3 2022$346,000
-1.4%
14,5450.0%0.07%
+19.7%
Q2 2022$351,000
-39.5%
14,545
-34.1%
0.06%
+1.7%
Q1 2022$580,000
-3.0%
22,085
+0.2%
0.06%
+3.4%
Q4 2021$598,000
+26.7%
22,037
+27.9%
0.06%
-31.0%
Q3 2021$472,00017,2270.08%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Value Monitoring, Inc. 62,848$1,495,000100.00%
Aristotle Pacific Capital, LLC 2,294$54,555,00085.08%
Echo45 Advisors LLC 336,549$8,003,0008.12%
Wavelength Capital Management, LLC 292,000$6,944,0007.70%
Essex LLC 832,677$19,801,0006.52%
Berkshire Money Management, Inc. 1,451,445$34,515,0005.93%
Wells Financial Advisors INC 222,418$5,289,0005.12%
IRONWOOD WEALTH MANAGEMENT, INC. 277,790$6,648,0004.78%
Brendel Financial Advisors LLC 82,749$1,968,0004.67%
Ilmarinen Mutual Pension Insurance Co 11,761,703$279,693,0004.57%
View complete list of SPDR SER TR shareholders