Utilities SPDR shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 54k | 75.69 |
| 2024-09-30 | $4.4M | 54k | 80.78 |
| 2024-06-30 | $3.7M | 54k | 68.14 |
| 2024-03-31 | $467k | 7.1k | 65.65 |
| 2023-12-31 | $460k | 7.3k | 63.33 |
| 2023-09-30 | $423k | 7.2k | 58.93 |
| 2023-06-30 | $520k | 8.0k | 65.44 |
| 2023-03-31 | $533k | 7.9k | 67.69 |
| 2022-12-31 | $477k | 6.8k | 70.50 |
| 2022-09-30 | $416k | 6.4k | 65.44 |
| 2022-06-30 | $437k | 6.2k | 70.19 |
| 2022-03-31 | $452k | 6.1k | 74.48 |
| 2021-12-31 | $532k | 7.4k | 71.58 |
| 2021-09-30 | $484k | 7.6k | 63.91 |
| 2021-06-30 | $484k | 7.7k | 63.19 |
| 2021-03-31 | $484k | 7.6k | 64.00 |
| 2020-12-31 | $474k | 7.6k | 62.67 |
| 2020-09-30 | $452k | 7.6k | 59.39 |
| 2020-06-30 | $416k | 7.4k | 56.39 |
| 2020-03-31 | $5.9M | 106k | 55.41 |
| 2019-12-31 | $516k | 8.0k | 64.68 |
| 2019-09-30 | $521k | 8.1k | 64.70 |
| 2019-06-30 | $410k | 6.9k | 59.57 |
| 2019-03-31 | $390k | 6.7k | 58.10 |
| 2018-12-31 | $354k | 6.7k | 52.92 |
| 2018-09-30 | $335k | 6.4k | 52.66 |
| 2018-06-30 | $373k | 7.2k | 52.02 |