Utilities SPDR shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $204k | 3.1k | 65.44 |
| 2023-03-31 | $213k | 3.2k | 67.69 |
| 2022-12-31 | $221k | 3.1k | 70.50 |
| 2022-09-30 | $206k | 3.2k | 65.40 |
| 2022-06-30 | $204k | 2.9k | 69.84 |
| 2022-03-31 | $202k | 2.4k | 85.16 |
| 2021-06-30 | $352k | 5.6k | 63.06 |
| 2021-03-31 | $343k | 5.4k | 63.97 |
| 2020-12-31 | $346k | 5.5k | 62.60 |
| 2018-12-31 | $42k | 838 | 50.12 |
More positions owned by Brandywine Oak Private Wealth
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