Financial Select Sector SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 36k | 37.60 |
| 2023-09-30 | $1.2M | 36k | 33.17 |
| 2023-06-30 | $1.2M | 35k | 33.71 |
| 2023-03-31 | $999k | 31k | 32.15 |
| 2022-12-31 | $704k | 21k | 34.20 |
| 2022-09-30 | $844k | 28k | 30.35 |
| 2022-06-30 | $561k | 18k | 31.33 |
| 2022-03-31 | $3.2M | 83k | 38.32 |
| 2021-12-31 | $2.9M | 73k | 39.05 |
| 2021-09-30 | $2.7M | 72k | 37.53 |
| 2021-06-30 | $2.2M | 60k | 36.68 |
| 2021-03-31 | $632k | 19k | 34.08 |
| 2020-12-31 | $227k | 7.7k | 29.37 |
More positions owned by One Charles Private Wealth Services
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