Utilities SPDR shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Utilities SPDR by Dynamic Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $153k | 2.3k | 65.81 |