Utilities SPDR shares owned by Activest Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $196k | 2.4k | 80.78 |
| 2024-06-30 | $56k | 821 | 68.14 |
| 2024-03-31 | $62k | 945 | 65.65 |
| 2023-12-31 | $4.7k | 75 | 63.33 |
| 2023-09-30 | $4.4k | 75 | 58.93 |
| 2023-03-31 | $76k | 1.1k | 67.23 |
| 2022-12-31 | $332k | 4.7k | 70.50 |
| 2022-09-30 | $304k | 4.6k | 65.53 |
| 2022-06-30 | $138k | 2.0k | 70.34 |
| 2022-03-31 | $146k | 2.0k | 74.41 |
| 2021-12-31 | $140k | 2.0k | 71.36 |
| 2021-09-30 | $125k | 2.0k | 63.71 |
| 2021-06-30 | $124k | 2.0k | 63.20 |
| 2021-03-31 | $126k | 2.0k | 64.22 |
More positions owned by Activest Wealth Management
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