Utilities SPDR shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $240k | 3.2k | 75.70 |
| 2024-09-30 | $286k | 3.5k | 80.79 |
| 2024-06-30 | $204k | 3.0k | 68.13 |
| 2024-03-31 | $125k | 1.9k | 65.66 |
| 2023-12-31 | $121k | 1.9k | 63.33 |
| 2023-09-30 | $125k | 1.9k | 65.42 |
| 2023-06-30 | $125k | 1.9k | 65.42 |
| 2023-03-31 | $172k | 2.5k | 67.68 |
| 2022-12-31 | $650k | 9.2k | 70.50 |
| 2022-09-30 | $589k | 8.4k | 70.17 |
| 2022-06-30 | $589k | 8.4k | 70.17 |
| 2022-03-31 | $1.4M | 19k | 74.45 |
| 2021-12-31 | $1.3M | 18k | 71.60 |
| 2021-09-30 | $324k | 5.1k | 63.97 |
| 2021-06-30 | $289k | 4.6k | 63.15 |
| 2021-03-31 | $283k | 4.4k | 64.12 |
| 2020-12-31 | $190k | 3.0k | 62.66 |
| 2020-09-30 | $152k | 2.6k | 59.19 |
| 2020-06-30 | $383k | 6.8k | 56.37 |
| 2020-03-31 | $116k | 2.1k | 55.26 |
| 2019-12-31 | $47k | 735 | 63.95 |