Utilities SPDR shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $807k | 12k | 68.14 |
| 2024-03-31 | $756k | 12k | 65.65 |
| 2023-12-31 | $702k | 11k | 63.33 |
| 2023-09-30 | $659k | 11k | 58.93 |
| 2023-06-30 | $714k | 11k | 65.44 |
| 2023-03-31 | $674k | 10k | 67.69 |
| 2022-12-31 | $701k | 9.9k | 70.50 |
| 2022-09-30 | $651k | 9.9k | 65.52 |
| 2022-06-30 | $640k | 9.1k | 70.17 |
| 2022-03-31 | $631k | 8.5k | 74.52 |
| 2021-12-31 | $578k | 8.1k | 71.53 |
| 2021-09-30 | $500k | 7.8k | 63.91 |
| 2021-06-30 | $488k | 7.7k | 63.29 |
| 2021-03-31 | $457k | 7.1k | 64.04 |
| 2020-12-31 | $435k | 6.9k | 62.72 |
| 2020-09-30 | $410k | 6.9k | 59.39 |
| 2020-06-30 | $385k | 6.8k | 56.40 |
| 2020-03-31 | $396k | 7.2k | 55.38 |
| 2019-12-31 | $468k | 7.2k | 64.61 |
| 2019-09-30 | $432k | 6.7k | 64.70 |
| 2019-06-30 | $378k | 6.3k | 59.56 |
| 2019-03-31 | $395k | 6.8k | 58.23 |
| 2018-12-31 | $354k | 6.7k | 52.93 |
| 2018-09-30 | $363k | 6.9k | 52.68 |
| 2018-06-30 | $332k | 6.4k | 52.01 |
| 2018-03-31 | $330k | 6.5k | 50.53 |
More positions owned by Chesapeake Wealth Management
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