Industrial SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.0k | 154.23 |
| 2025-06-30 | $1.1M | 7.3k | 147.52 |
| 2025-03-31 | $647k | 4.9k | 131.07 |
| 2024-12-31 | $656k | 5.0k | 131.76 |
| 2024-09-30 | $710k | 5.2k | 135.44 |
| 2024-03-31 | $596k | 4.7k | 125.96 |
| 2023-12-31 | $526k | 4.6k | 113.99 |
| 2023-09-30 | $267k | 2.6k | 101.38 |
| 2023-06-30 | $317k | 3.0k | 107.32 |
| 2023-03-31 | $246k | 2.4k | 101.18 |
| 2022-12-31 | $210k | 2.1k | 98.21 |
| 2022-06-30 | $385k | 4.5k | 85.92 |
| 2021-12-31 | $1.1M | 10k | 105.78 |
| 2021-09-30 | $880k | 9.0k | 97.80 |
| 2021-06-30 | $780k | 7.6k | 102.44 |
| 2021-03-31 | $595k | 6.1k | 98.33 |
| 2020-12-31 | $221k | 2.5k | 88.39 |
More positions owned by One Charles Private Wealth Services
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