Utilities SPDR shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Utilities SPDR
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All positions including Utilities SPDR held by Birchcreek 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 |
---|---|---|---|
2024-09-30 | $416k | 5.1k | 80.78 |
2024-06-30 | $938k | 14k | 68.14 |
2024-03-31 | $1.3M | 19k | 65.65 |
2023-12-31 | $1.2M | 19k | 63.33 |
2023-09-30 | $1.1M | 18k | 58.93 |
2023-06-30 | $1.0M | 16k | 65.44 |
2023-03-31 | $893k | 13k | 67.69 |
2022-12-31 | $823k | 12k | 70.50 |
2022-09-30 | $826k | 13k | 65.50 |
2022-06-30 | $870k | 12k | 70.12 |
2022-03-31 | $455k | 6.1k | 74.38 |
2021-12-31 | $483k | 6.7k | 71.61 |
2021-09-30 | $472k | 7.4k | 63.90 |
2021-06-30 | $474k | 7.5k | 63.17 |
2021-03-31 | $452k | 7.1k | 64.10 |
2020-12-31 | $440k | 7.0k | 62.69 |
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