Utilities SPDR shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Abound 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 Abound Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $68k | 997 | 68.14 |
2024-03-31 | $129k | 2.0k | 65.64 |
2023-12-31 | $644k | 10k | 63.33 |
2023-09-30 | $8.2M | 140k | 58.93 |
2023-06-30 | $9.6M | 146k | 65.44 |
2023-03-31 | $17M | 246k | 67.69 |
2022-12-31 | $18M | 252k | 70.50 |
2022-09-30 | $17M | 255k | 65.51 |
2022-06-30 | $16M | 233k | 70.13 |