Utilities SPDR shares owned by Connectus Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in Utilities SPDR
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All positions including Utilities SPDR held by Connectus Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 47k | 65.65 |
| 2023-12-31 | $3.7M | 58k | 63.33 |
| 2023-09-30 | $3.2M | 54k | 58.93 |
| 2022-12-31 | $1.1M | 15k | 70.52 |