Utilities SPDR shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by IHT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $5.9M | 100k | 58.93 |
2023-06-30 | $5.5M | 85k | 65.44 |
2023-03-31 | $9.0M | 132k | 67.69 |
2022-12-31 | $6.2M | 87k | 70.50 |
2022-09-30 | $5.7M | 88k | 65.51 |
2022-06-30 | $3.6M | 52k | 70.14 |
2022-03-31 | $3.1M | 41k | 74.47 |
2021-12-31 | $4.0M | 55k | 71.57 |
2021-09-30 | $3.7M | 58k | 63.88 |
2021-06-30 | $3.5M | 55k | 63.23 |
2021-03-31 | $3.2M | 50k | 64.04 |
2020-12-31 | $3.2M | 51k | 62.70 |
2020-09-30 | $2.9M | 49k | 59.38 |
2020-06-30 | $2.3M | 41k | 56.44 |
2020-03-31 | $2.6M | 47k | 55.41 |
2019-12-31 | $2.3M | 35k | 64.63 |
2019-09-30 | $2.1M | 33k | 64.75 |
2019-06-30 | $1.7M | 28k | 59.64 |
2019-03-31 | $1.6M | 28k | 58.17 |
2018-12-31 | $1.4M | 27k | 52.90 |
2018-09-30 | $1.5M | 28k | 52.64 |
2018-06-30 | $1.3M | 25k | 51.96 |
2018-03-31 | $1.3M | 26k | 50.14 |
2017-12-31 | $1.3M | 25k | 51.82 |
2017-09-30 | $1.3M | 25k | 53.51 |
2017-06-30 | $312k | 21k | 14.68 |
2017-03-31 | $460k | 8.9k | 51.80 |
2016-12-31 | $417k | 8.6k | 48.48 |