Charter Oak Capital Management, LLC Spdr Portfolio Transaction History

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q4 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 10,367 shares of SPMD stock, worth $583,351. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,367
Previous 10,254 1.1%
Holding current value
$583,351
Previous $586,000 0.51%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$55.44 - $58.05 $6,264 - $6,559
113 Added 1.1%
10,367 $583,000
Q3 2025

Oct 30, 2025
SELL
$54.43 - $58.29 $2,394 - $2,564
-44 Reduced 0.43%
10,254 $586,000
Q2 2025

Jul 10, 2025
BUY
$44.89 - $54.38 $462,277 - $560,005
10,298 New
10,298 $560,000

Others Institutions Holding SPMD

# of Institutions
807
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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