Utilities SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 3.8k | 87.21 |
| 2025-06-30 | $285k | 3.5k | 81.66 |
| 2025-03-31 | $275k | 3.5k | 78.85 |
| 2024-12-31 | $281k | 3.7k | 75.69 |
| 2024-09-30 | $333k | 4.1k | 80.78 |
| 2024-03-31 | $494k | 7.5k | 65.65 |
| 2023-12-31 | $472k | 7.5k | 63.33 |
| 2023-09-30 | $856k | 15k | 58.93 |
| 2023-06-30 | $874k | 13k | 65.44 |
| 2023-03-31 | $911k | 14k | 67.69 |
| 2022-12-31 | $1.3M | 19k | 70.50 |
| 2022-09-30 | $1.1M | 16k | 65.49 |
| 2022-06-30 | $784k | 11k | 69.59 |
More positions owned by One Charles Private Wealth Services
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