Utilities SPDR shares owned by Secure Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Secure Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $225k | 3.6k | 63.33 |
2022-09-30 | $242k | 3.7k | 65.64 |
2022-06-30 | $292k | 4.2k | 70.02 |
2022-03-31 | $354k | 4.8k | 74.48 |
2021-12-31 | $336k | 4.7k | 71.54 |
2021-09-30 | $261k | 4.1k | 63.78 |
2020-03-31 | $2.2M | 40k | 55.42 |
2019-12-31 | $1.8M | 28k | 64.62 |