Technology SPDR shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $395k | 1.7k | 232.52 |
| 2024-09-30 | $405k | 1.8k | 225.72 |
| 2024-06-30 | $435k | 1.9k | 226.27 |
| 2024-03-31 | $400k | 1.9k | 208.26 |
| 2023-12-31 | $370k | 1.9k | 192.44 |
| 2023-09-30 | $301k | 1.8k | 163.94 |
| 2023-06-30 | $319k | 1.8k | 173.83 |
| 2023-03-31 | $274k | 1.8k | 151.03 |
| 2022-12-31 | $234k | 1.9k | 124.42 |
| 2022-09-30 | $233k | 2.0k | 118.82 |
| 2022-06-30 | $526k | 4.1k | 127.18 |
| 2022-03-31 | $657k | 4.1k | 158.89 |
| 2021-12-31 | $699k | 4.0k | 173.88 |
| 2021-09-30 | $604k | 4.0k | 149.36 |
| 2021-06-30 | $599k | 4.1k | 147.57 |
| 2021-03-31 | $544k | 4.1k | 132.75 |
| 2020-12-31 | $539k | 4.1k | 130.10 |
More positions owned by Charter Oak Capital Management
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