Utilities SPDR shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $683k | 10k | 65.65 |
| 2023-12-31 | $651k | 10k | 63.33 |
| 2023-09-30 | $604k | 10k | 58.93 |
| 2023-06-30 | $707k | 11k | 65.44 |
| 2023-03-31 | $726k | 11k | 67.69 |
| 2022-12-31 | $806k | 11k | 70.50 |
| 2022-09-30 | $738k | 11k | 65.51 |
| 2022-06-30 | $821k | 12k | 70.11 |
| 2022-03-31 | $786k | 11k | 72.30 |
| 2021-12-31 | $829k | 12k | 71.56 |
| 2021-09-30 | $808k | 13k | 63.88 |
| 2021-06-30 | $776k | 12k | 63.22 |
| 2021-03-31 | $673k | 11k | 64.03 |
| 2020-12-31 | $527k | 8.4k | 62.66 |
| 2020-09-30 | $480k | 8.1k | 59.35 |
| 2020-06-30 | $432k | 7.7k | 56.36 |
| 2020-03-31 | $133k | 2.4k | 55.32 |
| 2019-12-31 | $165k | 2.6k | 64.45 |
| 2019-09-30 | $203k | 3.1k | 64.63 |
| 2019-06-30 | $195k | 3.3k | 59.52 |
| 2018-09-30 | $169k | 3.2k | 52.65 |
More positions owned by TRUE Private Wealth Advisors
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