Utilities SPDR shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $690k | 11k | 63.33 |
| 2023-09-30 | $659k | 11k | 58.93 |
| 2023-06-30 | $889k | 14k | 65.44 |
| 2023-03-31 | $1.0M | 15k | 67.69 |
| 2022-12-31 | $1.7M | 25k | 70.50 |
| 2022-09-30 | $2.7M | 42k | 65.52 |
| 2022-06-30 | $4.0M | 58k | 70.12 |
| 2022-03-31 | $5.7M | 77k | 74.47 |
| 2021-12-31 | $6.8M | 95k | 71.58 |
| 2021-09-30 | $5.8M | 90k | 63.88 |
| 2021-06-30 | $4.4M | 70k | 63.23 |
| 2021-03-31 | $4.1M | 63k | 64.04 |
| 2020-12-31 | $2.5M | 40k | 62.69 |
| 2020-09-30 | $2.4M | 41k | 59.39 |
| 2020-06-30 | $2.3M | 40k | 56.44 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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