Charter Oak Capital Management »

SPDR Barclays Capital Inter Term shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in SPDR Barclays Capital Inter Term

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Inter Term held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Inter Term by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $472k 17k 28.18
2023-12-31 $250k 8.7k 28.56
2022-06-30 $46k 1.6k 29.66
2022-03-31 $47k 1.6k 30.30

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Municipal Employees' Retirement System of Michigan
Merit Financial Group
UBS Group
Congress Wealth Management LLC / DE /
GLOBALT Investments LLC / GA
CWM
Stephens Group Asset Management
Assetmark
Private Advisor
Jpmorgan Chase & Co
Manning & Napier Group
CX Institutional
Wells Fargo & Company
Comprehensive Wealth Management

View all funds holding SPDR Barclays Capital Inter Term