Utilities SPDR shares owned by Comprehensive Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Comprehensive Wealth Management
from 13F filings
Historical chart of Comprehensive Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Comprehensive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $772k | 12k | 65.65 |
| 2023-12-31 | $646k | 10k | 63.33 |
| 2023-09-30 | $618k | 11k | 58.93 |
| 2023-06-30 | $649k | 9.9k | 65.44 |
| 2023-03-31 | $646k | 9.5k | 67.69 |
| 2022-12-31 | $672k | 9.5k | 70.50 |
| 2022-09-30 | $596k | 9.1k | 65.51 |
| 2022-06-30 | $621k | 8.8k | 70.13 |
| 2022-03-31 | $510k | 6.8k | 74.46 |
| 2021-12-31 | $350k | 4.9k | 71.58 |
| 2021-09-30 | $259k | 4.0k | 63.88 |
More positions owned by Comprehensive Wealth Management
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