Energy Select Sector SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $565k | 6.7k | 83.84 |
| 2023-09-30 | $366k | 4.0k | 90.39 |
| 2023-06-30 | $331k | 4.1k | 81.16 |
| 2023-03-31 | $204k | 2.5k | 82.82 |
| 2022-12-31 | $233k | 2.7k | 87.46 |
| 2022-06-30 | $469k | 6.8k | 68.73 |
| 2022-03-31 | $537k | 7.0k | 76.39 |
| 2021-12-31 | $482k | 8.7k | 55.55 |
| 2021-09-30 | $509k | 9.8k | 52.08 |
| 2021-06-30 | $780k | 15k | 53.87 |
| 2021-03-31 | $255k | 5.2k | 49.06 |
More positions owned by One Charles Private Wealth Services
View all positions for One Charles Private Wealth Services