Spdr S&p 500 Etf shares owned by Charter Research & Investment
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.4k | 666.18 |
| 2025-06-30 | $3.3M | 5.3k | 617.85 |
| 2025-03-31 | $3.0M | 5.3k | 559.39 |
| 2024-12-31 | $3.1M | 5.3k | 586.08 |
| 2024-09-30 | $3.1M | 5.4k | 573.76 |
| 2024-06-30 | $2.9M | 5.3k | 544.22 |
| 2024-03-31 | $2.8M | 5.3k | 523.07 |
| 2023-12-31 | $2.5M | 5.3k | 475.31 |
| 2023-09-30 | $2.3M | 5.3k | 427.48 |
| 2023-06-30 | $2.4M | 5.3k | 443.28 |
| 2023-03-31 | $2.2M | 5.3k | 409.39 |
| 2022-12-31 | $1.5M | 3.8k | 382.43 |
| 2022-09-30 | $1.4M | 3.8k | 357.20 |
| 2022-06-30 | $1.4M | 3.8k | 377.25 |
| 2022-03-31 | $1.9M | 4.3k | 451.59 |
| 2021-12-31 | $2.1M | 4.3k | 474.86 |
| 2021-09-30 | $1.9M | 4.4k | 429.22 |
| 2021-06-30 | $1.9M | 4.4k | 428.09 |
| 2021-03-31 | $1.8M | 4.5k | 396.23 |
| 2020-12-31 | $1.7M | 4.5k | 373.99 |
| 2020-09-30 | $1.5M | 4.5k | 334.91 |
| 2020-06-30 | $1.4M | 4.5k | 308.40 |
| 2020-03-31 | $1.7M | 6.5k | 257.81 |
| 2019-12-31 | $2.0M | 6.3k | 321.82 |
| 2019-09-30 | $1.8M | 6.2k | 296.79 |
| 2019-06-30 | $1.8M | 6.2k | 292.94 |
| 2019-03-31 | $1.8M | 6.2k | 282.50 |
| 2018-12-31 | $1.5M | 6.1k | 249.92 |
| 2018-09-30 | $1.8M | 6.0k | 290.65 |
| 2018-06-30 | $1.5M | 5.7k | 271.20 |
| 2018-03-31 | $1.4M | 5.2k | 263.20 |
| 2017-12-31 | $1.4M | 5.1k | 266.86 |
| 2016-09-30 | $1.0M | 4.7k | 216.37 |
| 2016-06-30 | $986k | 4.7k | 209.56 |
| 2016-03-31 | $967k | 4.7k | 205.53 |
| 2015-12-31 | $959k | 4.7k | 203.83 |
| 2015-09-30 | $902k | 4.7k | 191.71 |
| 2015-06-30 | $962k | 4.7k | 205.78 |
| 2015-03-31 | $965k | 4.7k | 206.42 |
| 2014-12-31 | $961k | 4.7k | 205.56 |
More positions owned by Charter Research & Investment
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