Charter Oak Advisors LP Spdr S&P 500 ETF Trust Transaction History
Charter Oak Advisors LP
- $224 Billion
- Q2 2025
A detailed history of Charter Oak Advisors LP transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Charter Oak Advisors LP holds 100,000 shares of SPY stock, worth $67.1 Million. This represents 27.54% of its overall portfolio holdings.
Number of Shares
100,000Holding current value
$67.1 Million% of portfolio
27.54%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SPY
# of Institutions
5,216Shares Held
631MCall Options Held
379MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
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Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio