Consumer Discretionary SPDR shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 1.6k | 239.64 |
| 2025-06-30 | $395k | 1.8k | 217.33 |
| 2025-03-31 | $358k | 1.8k | 197.46 |
| 2024-12-31 | $632k | 2.8k | 224.35 |
| 2024-09-30 | $564k | 2.8k | 200.37 |
| 2024-06-30 | $550k | 3.0k | 182.40 |
| 2024-03-31 | $554k | 3.0k | 183.89 |
| 2023-12-31 | $537k | 3.0k | 178.81 |
| 2023-09-30 | $435k | 2.7k | 160.98 |
| 2023-06-30 | $459k | 2.7k | 169.81 |
| 2023-03-31 | $404k | 2.7k | 149.54 |
| 2022-12-31 | $263k | 2.0k | 129.16 |
| 2022-06-30 | $76k | 551 | 137.93 |
| 2022-03-31 | $121k | 656 | 184.45 |
| 2021-12-31 | $116k | 568 | 204.23 |
| 2021-09-30 | $103k | 574 | 179.44 |
| 2021-06-30 | $101k | 568 | 177.82 |
| 2021-03-31 | $95k | 568 | 167.25 |
| 2020-12-31 | $91k | 568 | 160.21 |
More positions owned by Charter Oak Capital Management
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