Colton Groome Financial Advisors »

Utilities SPDR shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 20k 65.65
2023-12-31 $1.2M 19k 63.33
2023-09-30 $848k 14k 58.93
2023-06-30 $806k 12k 65.44
2023-03-31 $610k 9.0k 67.69
2022-12-31 $415k 5.9k 70.50
2022-09-30 $206k 3.2k 65.40