Spdr S&p 500 Etf shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 2.0k | 573.83 |
| 2024-03-31 | $1.0M | 2.0k | 523.13 |
| 2023-12-31 | $930k | 2.0k | 475.37 |
| 2023-09-30 | $496k | 1.2k | 427.32 |
| 2023-06-30 | $513k | 1.2k | 443.11 |
| 2023-03-31 | $469k | 1.1k | 409.23 |
| 2022-12-31 | $439k | 1.1k | 382.38 |
| 2022-09-30 | $254k | 12k | 20.91 |
| 2022-06-30 | $302k | 13k | 24.00 |
| 2022-03-31 | $563k | 1.2k | 451.85 |
| 2021-12-31 | $3.6M | 7.6k | 475.15 |
| 2021-09-30 | $3.3M | 7.6k | 429.07 |
| 2021-06-30 | $5.8M | 14k | 428.07 |
| 2020-06-30 | $84k | 7.9k | 10.63 |
More positions owned by One Charles Private Wealth Services
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