Utilities SPDR shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by GoalVest Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11k | 172 | 65.65 |
2023-12-31 | $11k | 171 | 63.19 |
2023-09-30 | $10k | 169 | 58.93 |