Charter Oak Capital Management, LLC Spdr Portfolio Transaction History
Charter Oak Capital Management, LLC
- $1.18 Billion
- Q2 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 10,298 shares of SPMD stock, worth $570,921. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,298Holding current value
$570,921% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.6 Billion3.89% of portfolio
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Betterment LLC New York, NY19.2MShares$1.06 Billion2.22% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$702 Million0.24% of portfolio
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Valmark Advisers, Inc.6.64MShares$368 Million5.11% of portfolio
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Tiedemann Advisors, LLC5.75MShares$319 Million10.91% of portfolio