Utilities SPDR shares owned by Creative Planning
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Utilities SPDR
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All positions including Utilities SPDR held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2012-12-31 | $299k | 8.6k | 34.93 |
| 2012-09-30 | $351k | 9.7k | 36.36 |
| 2012-06-30 | $131k | 3.5k | 36.95 |
| 2011-12-31 | $19k | 524 | 36.26 |