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Utilities SPDR shares owned by GW & Wade

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Utilities SPDR

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All positions including Utilities SPDR held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 29k 63.32
2023-09-30 $660k 11k 58.89
2023-06-30 $873k 13k 65.42
2023-03-31 $1.9M 28k 67.68
2022-12-31 $2.1M 30k 70.50
2022-09-30 $4.3M 65k 65.51
2022-06-30 $265k 3.8k 70.25
2022-03-31 $215k 2.9k 74.39