Utilities SPDR shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 43k | 75.69 |
| 2024-09-30 | $2.8M | 34k | 80.78 |
| 2024-06-30 | $2.1M | 31k | 68.14 |
| 2024-03-31 | $1.6M | 25k | 65.65 |
| 2023-12-31 | $1.6M | 25k | 63.33 |
| 2023-09-30 | $652k | 11k | 58.93 |
| 2023-06-30 | $600k | 9.2k | 65.44 |
| 2023-03-31 | $692k | 10k | 67.69 |
| 2022-12-31 | $3.7M | 53k | 70.50 |
| 2022-09-30 | $4.0M | 61k | 65.50 |
| 2022-06-30 | $2.8M | 40k | 70.13 |
| 2022-03-31 | $1.4M | 18k | 74.48 |
| 2021-12-31 | $279k | 3.9k | 71.67 |