Utilities SPDR shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 98k | 80.61 |
| 2024-06-30 | $8.2M | 118k | 69.53 |
| 2022-12-31 | $151k | 2.1k | 71.51 |
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