Utilities SPDR shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Delos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Delos Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $51k | 628 | 80.78 |
2024-06-30 | $43k | 628 | 68.14 |
2024-03-31 | $41k | 628 | 65.65 |
2023-12-31 | $40k | 628 | 63.33 |
2023-09-30 | $40k | 628 | 62.96 |
2023-06-30 | $41k | 628 | 65.44 |
2023-03-31 | $43k | 628 | 67.69 |
2022-12-31 | $49k | 691 | 70.50 |
2022-09-30 | $47k | 717 | 65.55 |
2022-06-30 | $48k | 684 | 70.18 |
2022-03-31 | $58k | 779 | 74.45 |
2021-12-31 | $154k | 2.2k | 71.59 |
2021-09-30 | $137k | 2.2k | 63.69 |
2021-06-30 | $755k | 12k | 63.23 |