Charter Oak Capital Management, LLC Spdr Portfolio Intermediate Te Transaction History

Charter Oak Capital Management, LLC

$933 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	N/A	-270 Reduced 31.91%	576 $21,000
Q3 2021 Nov 08, 2021	BUY	N/A	270 Added 46.88%	846 $31,000
Q4 2020 Feb 12, 2021	BUY	N/A	576 New	576 $20,000

Others Institutions Holding SPIB

# of Institutions

515

Shares Held

210M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$962 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$410 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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