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Spdr S&p 500 Etf shares owned by Charter Oak Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Charter Oak Advisors from 13F filings

Historical chart of Charter Oak Advisors investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Charter Oak Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Charter Oak Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $100M 150k 666.18
2025-06-30 $62M 100k 617.85

More positions owned by Charter Oak Advisors

Talen Energy Corp (TLN)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Corning Incorporated (GLW)
Clean Harbors (CLH)
Golar Lng SHS (GLNG)
Pentair SHS (PNR)
Crane Company Common Stock (CR)
Intercontinental Exchange (ICE)
KBR (KBR)
Valvoline Inc Common (VVV)
Atmus Filtration Technologies Ord (ATMU)
Modine Manufacturing (MOD)
Eos Energy Enterprises *w Exp 11/17/202 (EOSEW)

View all positions for Charter Oak Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf