Charles Schwab Trust Co - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$760,000
-1.2%
14,733
-0.2%
0.15%
-1.3%
Q2 2021$769,000
+0.9%
14,7620.0%0.15%
-4.4%
Q1 2021$762,000
-1.7%
14,762
+0.0%
0.16%
-15.1%
Q4 2020$775,000
+1.0%
14,7610.0%0.19%
-21.2%
Q3 2020$767,000
+0.5%
14,761
-0.3%
0.24%
-7.1%
Q2 2020$763,000
+3.5%
14,801
+0.4%
0.25%
-16.7%
Q1 2020$737,00014,7350.30%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 552,328$27,694,0004.73%
Private Wealth Group, LLC 82,026$4,113,0003.74%
Alliance Wealth Management Group 145,378$7,289,0003.57%
Financial Engines Advisors L.L.C. 10,685,694$548,606,0003.21%
Wealthfront Advisers LLC 5,704,091$286,003,0002.48%
BSW Wealth Partners 115,021$5,767,0002.18%
Towercrest Capital Management 145,378$7,289,0002.06%
NICOLET ADVISORY SERVICES, LLC 256,633$12,868,0001.96%
NewSquare Capital LLC 213,253$10,693,0001.95%
CX Institutional 221,702$11,116,0001.76%
View complete list of SPDR SER TR shareholders