Utilities SPDR shares owned by Highline Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Highline Wealth Partners
from 13F filings
Historical chart of Highline Wealth Partners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Highline Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Highline Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $186k | 2.5k | 75.68 |
2024-09-30 | $154k | 1.9k | 80.77 |
2024-06-30 | $109k | 1.6k | 68.14 |
2024-03-31 | $107k | 1.6k | 65.65 |
2023-12-31 | $101k | 1.6k | 63.33 |
2023-09-30 | $94k | 1.6k | 58.93 |
2023-06-30 | $105k | 1.6k | 65.44 |
2023-03-31 | $108k | 1.6k | 67.69 |
2022-12-31 | $113k | 1.6k | 70.50 |
2022-09-30 | $105k | 1.6k | 65.51 |