Utilities SPDR shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Adapt Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.9M | 86k | 80.78 |
2024-06-30 | $5.4M | 79k | 68.14 |