Delos Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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