Utilities SPDR shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $959k | 15k | 65.65 |
| 2023-12-31 | $922k | 15k | 63.33 |
| 2023-09-30 | $870k | 15k | 58.93 |
| 2023-06-30 | $1.0M | 16k | 65.44 |
| 2023-03-31 | $1.1M | 16k | 67.69 |
| 2022-12-31 | $1.2M | 17k | 70.50 |
| 2022-09-30 | $1.3M | 19k | 68.84 |
| 2022-06-30 | $1.3M | 19k | 69.76 |
| 2022-03-31 | $2.2M | 30k | 75.51 |
| 2021-12-31 | $2.1M | 29k | 71.57 |
| 2021-09-30 | $1.6M | 25k | 63.89 |
| 2021-06-30 | $1.4M | 23k | 63.23 |
| 2021-03-31 | $1.1M | 18k | 64.03 |
| 2020-12-31 | $800k | 13k | 62.72 |