Utilities SPDR shares owned by Nvest Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Nvest Financial
from 13F filings
Historical chart of Nvest Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Nvest Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $993k | 15k | 65.65 |
| 2023-12-31 | $958k | 15k | 63.33 |
| 2023-09-30 | $982k | 17k | 58.93 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $755k | 11k | 67.69 |
| 2022-12-31 | $217k | 3.1k | 70.50 |