Spdr S&p 500 Etf shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.4M | 7.6k | 586.09 |
| 2024-09-30 | $4.7M | 8.2k | 573.77 |
| 2024-06-30 | $4.0M | 7.4k | 544.24 |
| 2024-03-31 | $4.6M | 8.8k | 523.07 |
| 2023-12-31 | $4.2M | 8.8k | 475.33 |
| 2023-09-30 | $3.8M | 9.0k | 427.46 |
| 2023-06-30 | $4.3M | 9.8k | 443.29 |
| 2023-03-31 | $4.1M | 10k | 409.37 |
| 2022-12-31 | $3.9M | 10k | 382.43 |
| 2022-09-30 | $4.6M | 13k | 357.16 |
| 2022-06-30 | $4.3M | 12k | 377.28 |
| 2022-03-31 | $3.2M | 7.2k | 451.65 |
| 2021-12-31 | $3.2M | 6.8k | 474.95 |
| 2021-09-30 | $0 | 7.0k | 0.00 |
| 2021-06-30 | $3.0M | 7.0k | 428.02 |
| 2021-03-31 | $2.8M | 7.1k | 396.33 |
| 2020-12-31 | $2.7M | 7.2k | 373.90 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management