Charter Oak Capital Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Charter Oak Capital Management, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,516 shares of SDY stock, worth $211,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,516
Previous 1,516 -0.0%
Holding current value
$211,193
Previous $203,000 0.99%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$128.74 - $138.67 $195,169 - $210,223
1,516 New
1,516 $203,000
Q4 2021

Feb 09, 2022
BUY
$118.81 - $129.12 $47,880 - $52,035
403 Added 37.01%
1,492 $193,000
Q4 2020

Feb 12, 2021
BUY
$91.76 - $107.36 $99,926 - $116,915
1,089 New
1,089 $115,000

Others Institutions Holding SDY

# of Institutions
1,338
Shares Held
71M
Call Options Held
77.7K
Put Options Held
26.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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