Utilities SPDR shares owned by Private Wealth Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $987k | 15k | 65.65 |
| 2023-12-31 | $952k | 15k | 63.33 |
| 2023-09-30 | $985k | 17k | 58.93 |
| 2023-06-30 | $1.8M | 28k | 65.44 |
| 2023-03-31 | $1.9M | 28k | 67.69 |
| 2022-12-31 | $2.0M | 28k | 70.50 |
| 2022-09-30 | $1.0M | 16k | 65.49 |
| 2022-06-30 | $1.3M | 18k | 70.16 |
| 2022-03-31 | $1.4M | 18k | 74.46 |
| 2021-12-31 | $1.3M | 18k | 71.58 |
| 2021-09-30 | $1.2M | 18k | 63.90 |
| 2021-06-30 | $1.1M | 18k | 63.23 |
| 2021-03-31 | $1.1M | 18k | 64.04 |
| 2020-12-31 | $1.0M | 16k | 62.68 |
| 2020-09-30 | $966k | 16k | 59.36 |
| 2020-06-30 | $918k | 16k | 56.41 |
| 2020-03-31 | $902k | 16k | 55.43 |
| 2019-12-31 | $739k | 11k | 64.64 |
| 2019-09-30 | $740k | 11k | 64.72 |
| 2019-06-30 | $682k | 11k | 59.65 |
| 2019-03-31 | $665k | 11k | 58.16 |
| 2018-12-31 | $491k | 9.3k | 52.89 |
| 2018-09-30 | $489k | 9.3k | 52.68 |
| 2018-06-30 | $482k | 9.3k | 51.92 |
| 2018-03-31 | $469k | 9.3k | 50.52 |
| 2017-12-31 | $311k | 5.9k | 52.71 |