SPDR S&P Dividend shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in SPDR S&P Dividend
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Dividend held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Dividend by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 1.5k | 140.04 |
| 2025-06-30 | $206k | 1.5k | 135.72 |
| 2025-03-31 | $206k | 1.5k | 135.67 |
| 2022-06-30 | $177k | 1.5k | 118.63 |
| 2022-03-31 | $191k | 1.5k | 128.02 |
| 2021-12-31 | $193k | 1.5k | 129.36 |
| 2021-09-30 | $128k | 1.1k | 117.54 |
| 2021-06-30 | $133k | 1.1k | 122.13 |
| 2021-03-31 | $129k | 1.1k | 118.46 |
| 2020-12-31 | $115k | 1.1k | 105.60 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management