Consumer Staples Select Sect. SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 17k | 72.03 |
| 2023-09-30 | $1.7M | 25k | 68.81 |
| 2023-06-30 | $1.6M | 22k | 74.17 |
| 2023-03-31 | $1.7M | 22k | 74.71 |
| 2022-12-31 | $1.8M | 25k | 74.55 |
| 2022-09-30 | $1.3M | 20k | 66.71 |
| 2022-06-30 | $345k | 4.8k | 72.60 |
| 2022-03-31 | $271k | 3.6k | 75.87 |
| 2021-12-31 | $319k | 4.1k | 77.22 |
| 2020-03-31 | $614k | 11k | 54.49 |
| 2019-12-31 | $756k | 12k | 62.91 |
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