Utilities SPDR shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 54k | 80.78 |
| 2024-06-30 | $3.9M | 57k | 68.14 |
| 2024-03-31 | $4.2M | 64k | 65.65 |
| 2023-09-30 | $4.3M | 73k | 58.93 |
| 2023-06-30 | $5.4M | 83k | 65.44 |
| 2023-03-31 | $5.6M | 83k | 67.69 |
| 2022-12-31 | $5.9M | 83k | 70.50 |
| 2022-09-30 | $5.2M | 79k | 65.51 |
| 2022-06-30 | $5.7M | 81k | 70.13 |
| 2022-03-31 | $6.0M | 81k | 74.46 |
| 2021-12-31 | $5.5M | 77k | 71.58 |
| 2021-09-30 | $8.0M | 100k | 79.88 |
| 2021-06-30 | $4.1M | 65k | 63.24 |
| 2021-03-31 | $4.5M | 70k | 64.04 |
| 2020-12-31 | $3.9M | 63k | 62.70 |
| 2020-09-30 | $8.2M | 138k | 59.38 |
| 2020-06-30 | $3.7M | 66k | 56.43 |
| 2019-12-31 | $218k | 3.4k | 64.77 |
| 2019-09-30 | $218k | 3.4k | 64.77 |