Utilities SPDR shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in Utilities SPDR
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All positions including Utilities SPDR held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 52k | 80.61 |
| 2024-06-30 | $3.6M | 52k | 70.72 |
| 2024-03-31 | $3.4M | 52k | 66.03 |
| 2023-12-31 | $3.6M | 59k | 60.04 |
| 2023-09-30 | $3.0M | 50k | 59.30 |
| 2023-06-30 | $3.4M | 50k | 67.11 |
| 2023-03-31 | $3.6M | 51k | 69.67 |
More positions owned by H&H Retirement Design & Management
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