Utilities SPDR shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by LGT Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $162k | 2.5k | 65.66 |
2023-12-31 | $155k | 2.5k | 63.33 |
2023-09-30 | $186k | 3.2k | 58.93 |
2023-06-30 | $242k | 3.7k | 65.44 |
2022-12-31 | $219k | 3.1k | 70.49 |