Utilities SPDR shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $474k | 5.9k | 80.77 |
| 2024-06-30 | $450k | 6.6k | 68.14 |
| 2024-03-31 | $469k | 7.1k | 65.65 |
| 2023-12-31 | $1.5M | 24k | 63.33 |
| 2023-09-30 | $604k | 10k | 58.93 |
| 2023-06-30 | $684k | 10k | 65.44 |
| 2023-03-31 | $1.0M | 15k | 67.69 |
| 2022-12-31 | $1.6M | 23k | 70.50 |
| 2022-09-30 | $1.4M | 22k | 65.51 |
| 2022-06-30 | $1.5M | 21k | 70.11 |
| 2022-03-31 | $1.5M | 20k | 74.45 |
| 2021-12-31 | $2.1M | 29k | 71.56 |
| 2021-06-30 | $1.8M | 29k | 63.22 |
| 2021-03-31 | $1.6M | 25k | 64.04 |
| 2020-12-31 | $1.5M | 23k | 62.75 |
More positions owned by Colonial River Wealth Management
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