Utilities SPDR shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Cypress Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $221k | 2.7k | 80.77 |
2022-03-31 | $203k | 2.7k | 74.36 |
2021-03-31 | $324k | 5.1k | 63.97 |
2020-12-31 | $330k | 5.3k | 62.68 |
2020-09-30 | $312k | 5.3k | 59.33 |
2020-06-30 | $296k | 5.3k | 56.35 |
2020-03-31 | $296k | 5.3k | 55.40 |
2019-12-31 | $331k | 5.1k | 64.56 |
2019-09-30 | $332k | 5.1k | 64.82 |
2019-06-30 | $299k | 5.0k | 59.56 |