Utilities SPDR shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $221k | 3.4k | 65.44 |
| 2022-12-31 | $594k | 8.4k | 70.50 |
| 2022-09-30 | $549k | 8.4k | 65.54 |