Utilities SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Centric Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $331k | 5.5k | 60.21 |
2022-09-30 | $1.4M | 21k | 65.50 |
2022-06-30 | $2.4M | 35k | 70.14 |
2022-03-31 | $3.7M | 49k | 74.45 |
2021-12-31 | $2.0M | 28k | 71.58 |
2020-09-30 | $1.1M | 17k | 63.72 |
2020-06-30 | $2.5M | 45k | 56.43 |
2020-03-31 | $1.1M | 17k | 63.72 |
2019-09-30 | $1.1M | 17k | 63.72 |
2019-06-30 | $1.2M | 19k | 59.65 |
2018-12-31 | $753k | 14k | 52.92 |