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
Tip: Access up to 7 years of quarterly data
All positions including Industrial 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 Industrial SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for One Charles Private Wealth Services