Utilities SPDR shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.8k | 150 | 58.93 |
| 2023-06-30 | $9.8k | 150 | 65.44 |
| 2023-03-31 | $10k | 150 | 67.69 |
| 2022-12-31 | $11k | 150 | 70.50 |
| 2022-09-30 | $10k | 150 | 66.67 |