Utilities SPDR shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 19k | 65.65 |
| 2023-12-31 | $1.2M | 19k | 63.33 |
| 2023-09-30 | $1.1M | 18k | 58.93 |
| 2023-06-30 | $1.0M | 16k | 65.44 |
| 2023-03-31 | $893k | 13k | 67.69 |
| 2022-12-31 | $823k | 12k | 70.50 |
| 2022-09-30 | $826k | 13k | 65.50 |
| 2022-06-30 | $870k | 12k | 70.12 |
| 2022-03-31 | $455k | 6.1k | 74.38 |
| 2021-12-31 | $483k | 6.7k | 71.61 |
| 2021-09-30 | $472k | 7.4k | 63.90 |
| 2021-06-30 | $474k | 7.5k | 63.17 |
| 2021-03-31 | $452k | 7.1k | 64.10 |
| 2020-12-31 | $440k | 7.0k | 62.69 |
More positions owned by Birchcreek Wealth Management
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