Charter Oak Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$21,0000.0%5760.0%0.00%0.0%
Q1 2022$21,0000.0%5760.0%0.00%
+50.0%
Q4 2021$21,000
-32.3%
576
-31.9%
0.00%
-50.0%
Q3 2021$31,000
+55.0%
846
+46.9%
0.00%
+33.3%
Q2 2021$20,0000.0%5760.0%0.00%0.0%
Q1 2021$20,0000.0%5760.0%0.00%0.0%
Q4 2020$20,0005760.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders