Utilities SPDR shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Utilities SPDR
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All positions including Utilities SPDR held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Bartlett & Co. Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.5M | 23k | 63.41 |
2023-09-30 | $30k | 500 | 58.93 |
More positions owned by Bartlett & Co. Wealth Management
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