Utilities SPDR shares owned by Biltmore Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Biltmore Wealth Management
from 13F filings
Historical chart of Biltmore Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Biltmore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Biltmore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 159k | 63.33 |
| 2023-09-30 | $8.5M | 144k | 58.93 |
| 2023-06-30 | $8.4M | 128k | 65.44 |
| 2023-03-31 | $8.5M | 125k | 67.69 |
| 2022-12-31 | $20M | 126k | 157.74 |
| 2022-09-30 | $8.3M | 126k | 65.51 |
| 2022-06-30 | $8.9M | 128k | 70.13 |
| 2022-03-31 | $10M | 134k | 74.46 |
| 2021-12-31 | $9.6M | 134k | 71.58 |
| 2021-09-30 | $8.2M | 130k | 63.23 |
| 2021-06-30 | $8.2M | 130k | 63.23 |
| 2021-03-31 | $7.7M | 120k | 64.04 |
| 2020-12-31 | $5.2M | 82k | 62.70 |
| 2020-09-30 | $4.6M | 81k | 56.43 |
| 2020-06-30 | $4.5M | 81k | 55.40 |
| 2020-03-31 | $7.5M | 116k | 64.62 |
| 2019-12-31 | $7.5M | 116k | 64.62 |
| 2019-09-30 | $7.7M | 119k | 64.74 |
| 2019-06-30 | $7.2M | 120k | 59.63 |
| 2019-03-31 | $5.1M | 87k | 58.17 |
| 2018-12-31 | $5.3M | 101k | 52.92 |
| 2018-09-30 | $5.2M | 99k | 52.65 |
| 2018-06-30 | $5.1M | 99k | 51.96 |
| 2018-03-31 | $5.1M | 101k | 50.53 |
| 2017-12-31 | $6.3M | 120k | 52.68 |
| 2017-09-30 | $5.6M | 105k | 53.05 |
| 2017-06-30 | $5.5M | 106k | 51.96 |
| 2017-03-31 | $6.6M | 129k | 51.31 |
| 2016-12-31 | $6.3M | 129k | 48.57 |
| 2016-09-30 | $11M | 225k | 48.99 |
| 2016-06-30 | $12M | 228k | 52.47 |
| 2016-03-31 | $11M | 225k | 49.62 |
More positions owned by Biltmore Wealth Management
View all positions for Biltmore Wealth Management