Utilities SPDR shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $1.5M | 26k | 55.41 |
| 2019-12-31 | $1.9M | 29k | 64.64 |
| 2019-09-30 | $6.8M | 106k | 64.74 |
| 2019-06-30 | $6.2M | 105k | 59.63 |
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