Utilities SPDR shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Sendero Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.6M | 25k | 65.65 |
2023-12-31 | $1.6M | 25k | 63.33 |
2023-09-30 | $1.5M | 25k | 58.93 |
2023-06-30 | $1.6M | 25k | 65.44 |