Utilities SPDR shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.5M | 23k | 65.44 |
| 2023-03-31 | $1.8M | 26k | 67.69 |
| 2022-12-31 | $1.8M | 26k | 70.51 |
| 2022-09-30 | $4.3M | 65k | 65.50 |
| 2022-06-30 | $4.6M | 65k | 70.13 |
| 2022-03-31 | $4.9M | 65k | 74.46 |
| 2021-12-31 | $4.7M | 65k | 71.58 |
| 2021-09-30 | $3.6M | 57k | 63.88 |
| 2021-06-30 | $2.5M | 40k | 63.24 |
| 2021-03-31 | $1.7M | 26k | 64.03 |
| 2020-12-31 | $1.1M | 17k | 62.67 |