Bright Futures Wealth Management »

Utilities SPDR shares owned by Bright Futures Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bright Futures Wealth Management from 13F filings

Historical chart of Bright Futures Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 79.09
2024-06-30 $846k 11k 74.22
2024-03-31 $571k 8.3k 68.91