Charter Oak Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 292 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$16,000
-38.5%
314
-38.7%
0.00%
-50.0%
Q1 2021$26,000
-23.5%
512
-21.5%
0.00%
-20.0%
Q4 2020$34,0006520.01%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 244,744$12,382,0008.72%
NewSquare Capital LLC 534,826$27,057,0006.44%
Prospera Financial Services Inc 391,964$19,829,0004.10%
CAPRIN ASSET MANAGEMENT LLC /ADV 93,460$4,728,0003.76%
Horan Securities, Inc. 33,742$1,697,0002.68%
Hefty Wealth Partners 56,540$2,860,0002.36%
WEALTHFRONT Corp 1,588,654$80,370,0002.22%
BSW Wealth Partners 79,463$4,020,0002.21%
BAILARD, INC. 336,655$17,031,0002.03%
AVALON CAPITAL MANAGEMENT 47,475$2,402,0001.88%
View complete list of SPDR SER TR shareholders