Utilities SPDR shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Benchmark Financial Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $252k | 3.1k | 80.78 |
2024-06-30 | $212k | 3.1k | 68.14 |
2024-03-31 | $205k | 3.1k | 65.65 |
2023-12-31 | $1.4M | 22k | 63.33 |
2023-09-30 | $2.2M | 37k | 58.93 |
2023-06-30 | $338k | 5.2k | 65.44 |
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