Utilities SPDR shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25k | 310 | 80.78 |
| 2024-06-30 | $21k | 310 | 68.14 |
| 2024-03-31 | $20k | 310 | 65.65 |
| 2023-12-31 | $20k | 310 | 63.33 |
| 2023-09-30 | $18k | 310 | 58.93 |
| 2023-06-30 | $20k | 310 | 65.44 |
| 2023-03-31 | $21k | 310 | 67.69 |
| 2022-12-31 | $22k | 310 | 70.50 |