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
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |