Utilities SPDR shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $359k | 4.4k | 80.78 |
| 2024-06-30 | $335k | 4.9k | 68.14 |
| 2024-03-31 | $385k | 5.9k | 65.65 |
| 2023-12-31 | $234k | 3.7k | 63.33 |
| 2023-09-30 | $584k | 9.9k | 58.93 |
| 2023-06-30 | $656k | 10k | 65.44 |
| 2023-03-31 | $622k | 9.2k | 67.69 |
| 2022-12-31 | $690k | 9.8k | 70.50 |
| 2022-09-30 | $478k | 7.3k | 65.48 |
| 2022-06-30 | $355k | 5.1k | 70.23 |
More positions owned by Aurum Wealth Management Group
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