Utilities SPDR shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 175k | 80.78 |
| 2024-06-30 | $10M | 152k | 68.14 |
| 2024-03-31 | $10M | 158k | 65.65 |
| 2023-12-31 | $10M | 162k | 63.33 |
| 2023-09-30 | $17M | 289k | 58.93 |
| 2023-06-30 | $24M | 366k | 65.44 |
| 2023-03-31 | $26M | 378k | 67.69 |
| 2022-12-31 | $28M | 403k | 70.50 |
| 2022-09-30 | $27M | 412k | 65.51 |
| 2022-06-30 | $17M | 247k | 70.16 |
| 2022-03-31 | $8.3M | 112k | 74.47 |