Utilities SPDR shares owned by GeoWealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 172k | 58.93 |
| 2023-06-30 | $3.0M | 45k | 65.44 |
| 2023-03-31 | $2.8M | 41k | 67.71 |
| 2022-12-31 | $6.4M | 91k | 70.51 |
| 2022-09-30 | $2.9M | 44k | 65.52 |
| 2021-06-30 | $265k | 4.2k | 63.44 |
| 2021-03-31 | $252k | 3.9k | 63.89 |
| 2020-12-31 | $299k | 4.8k | 62.54 |
| 2019-09-30 | $412k | 6.4k | 64.78 |