Utilities SPDR shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 23k | 75.69 |
| 2024-09-30 | $1.8M | 23k | 80.78 |
| 2024-06-30 | $1.6M | 23k | 68.14 |
| 2024-03-31 | $1.5M | 23k | 68.41 |
| 2023-12-31 | $1.4M | 23k | 63.33 |
| 2023-09-30 | $1.3M | 22k | 58.93 |
| 2022-06-30 | $2.8M | 40k | 70.12 |
| 2022-03-31 | $3.0M | 40k | 74.46 |
| 2021-12-31 | $2.8M | 39k | 71.58 |
| 2021-09-30 | $2.3M | 36k | 63.89 |
| 2021-06-30 | $2.2M | 34k | 63.24 |
| 2021-03-31 | $1.8M | 28k | 64.06 |
| 2020-12-31 | $1.6M | 25k | 62.70 |