Utilities SPDR shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $697k | 11k | 65.61 |
| 2023-12-31 | $677k | 11k | 63.37 |
| 2023-09-30 | $631k | 11k | 58.96 |
| 2023-06-30 | $696k | 11k | 65.42 |
| 2023-03-31 | $721k | 11k | 67.69 |
| 2022-12-31 | $765k | 11k | 70.53 |
| 2022-09-30 | $757k | 12k | 65.54 |
| 2022-06-30 | $810k | 12k | 70.13 |
| 2022-03-31 | $848k | 12k | 71.60 |
| 2021-12-31 | $848k | 12k | 71.60 |
| 2021-09-30 | $766k | 12k | 63.88 |
| 2020-12-31 | $1.1M | 18k | 62.70 |