Technology SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 34k | 281.86 |
| 2025-06-30 | $8.6M | 34k | 253.23 |
| 2025-03-31 | $7.1M | 35k | 206.48 |
| 2024-12-31 | $7.6M | 33k | 232.52 |
| 2024-09-30 | $7.3M | 33k | 225.76 |
| 2024-03-31 | $8.0M | 38k | 208.27 |
| 2023-12-31 | $7.4M | 39k | 192.48 |
| 2023-09-30 | $4.9M | 30k | 163.93 |
| 2023-06-30 | $5.1M | 29k | 173.86 |
| 2023-03-31 | $4.3M | 28k | 151.01 |
| 2022-12-31 | $4.4M | 36k | 124.44 |
| 2022-09-30 | $4.0M | 34k | 118.77 |
| 2022-06-30 | $4.0M | 31k | 128.90 |
| 2022-03-31 | $4.8M | 30k | 158.94 |
| 2021-12-31 | $5.6M | 32k | 173.88 |
| 2021-09-30 | $68k | 34k | 2.00 |
| 2021-06-30 | $62k | 31k | 2.00 |
| 2021-03-31 | $734k | 7.7k | 95.77 |
| 2020-12-31 | $588k | 4.5k | 130.10 |
| 2019-12-31 | $1.1M | 13k | 91.65 |
More positions owned by One Charles Private Wealth Services
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