Utilities SPDR shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Flagship Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Flagship Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $457k | 5.7k | 80.77 |
2023-06-30 | $244k | 3.7k | 65.44 |
2023-03-31 | $439k | 6.5k | 67.69 |
2022-12-31 | $453k | 6.4k | 70.50 |
2022-09-30 | $379k | 5.8k | 65.46 |
2022-06-30 | $371k | 5.3k | 70.23 |
2022-03-31 | $339k | 4.5k | 74.54 |
2021-06-30 | $32M | 32k | 1000.00 |
2021-03-31 | $20k | 314 | 64.87 |
2020-12-31 | $19k | 315 | 61.74 |