Utilities SPDR shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 35k | 80.78 |
| 2024-06-30 | $2.5M | 37k | 68.14 |
| 2024-03-31 | $2.5M | 39k | 65.65 |
| 2023-12-31 | $2.6M | 42k | 63.33 |
| 2023-09-30 | $2.5M | 43k | 58.93 |
| 2023-06-30 | $2.8M | 42k | 65.44 |
| 2023-03-31 | $2.5M | 37k | 67.69 |
| 2022-12-31 | $2.3M | 33k | 70.50 |
| 2022-09-30 | $1.8M | 28k | 65.51 |
| 2022-06-30 | $2.0M | 29k | 70.12 |
| 2021-12-31 | $1.6M | 22k | 71.59 |
| 2021-03-31 | $1.9M | 25k | 74.47 |
More positions owned by Collaborative Wealth Managment
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