Charter Oak Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 305 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$462,634
-1.9%
16,511
-1.3%
0.05%
-5.9%
Q1 2024$471,565
+88.8%
16,734
+91.4%
0.05%
+70.0%
Q4 2023$249,729
+442.9%
8,744
+463.8%
0.03%
+400.0%
Q2 2022$46,000
-2.1%
1,5510.0%0.01%0.0%
Q1 2022$47,0001,5510.01%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Comprehensive Wealth Management, LLC 546,620$16,108,89113.90%
Wela Strategies, Inc. 709,853$20,919,00012.27%
Onyx Bridge Wealth Group LLC 792,723$23,631,00010.53%
Boyd Wealth Management, LLC 387,600$11,423,0009.33%
Municipal Employees' Retirement System of Michigan 13,642,882$402,056,0007.42%
Asset Management Resources, LLC 275,685$8,124,0006.90%
S. R. Schill & Associates 457,126$13,471,0006.74%
Strategic Financial Partners, Ltd. 383,735$11,3096.60%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,760,020$52,378,0006.07%
O'Brien Wealth Partners LLC 452,351$13,331,0005.57%
View complete list of SPDR SER TR shareholders