Utilities SPDR shares owned by 4J Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $787k | 12k | 65.65 |
| 2023-12-31 | $757k | 12k | 63.33 |
| 2022-09-30 | $13M | 191k | 65.51 |
| 2022-06-30 | $4.4M | 63k | 70.13 |
| 2022-03-31 | $4.9M | 65k | 74.46 |
| 2021-12-31 | $4.6M | 64k | 71.59 |
| 2021-09-30 | $3.7M | 59k | 63.88 |
| 2021-06-30 | $3.6M | 57k | 63.23 |
| 2021-03-31 | $3.2M | 49k | 64.04 |
| 2020-12-31 | $3.0M | 48k | 62.68 |