Utilities SPDR shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11k | 171 | 65.66 |
| 2023-12-31 | $12k | 171 | 70.50 |
| 2023-09-30 | $10k | 171 | 58.94 |
| 2023-06-30 | $11k | 171 | 65.44 |
| 2023-03-31 | $12k | 171 | 67.69 |
| 2022-12-31 | $12k | 171 | 70.50 |
| 2022-09-30 | $11k | 171 | 65.51 |
| 2022-06-30 | $12k | 171 | 70.13 |
More positions owned by Financial Synergies Wealth Advisors
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