Utilities SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.3M | 103k | 80.78 |
| 2024-06-30 | $7.2M | 105k | 68.14 |
| 2024-03-31 | $5.0M | 76k | 65.65 |
| 2023-09-30 | $5.5M | 93k | 58.93 |
| 2023-06-30 | $8.4M | 129k | 65.44 |
| 2023-03-31 | $5.1M | 75k | 67.69 |
| 2022-12-31 | $3.6M | 51k | 70.50 |
| 2022-09-30 | $6.9M | 105k | 65.51 |
| 2022-06-30 | $5.7M | 81k | 70.13 |
| 2022-03-31 | $6.9M | 93k | 74.46 |
| 2021-12-31 | $2.7M | 37k | 71.59 |
| 2021-09-30 | $2.7M | 43k | 63.89 |
| 2021-06-30 | $1.5M | 23k | 63.24 |
| 2021-03-31 | $1.3M | 21k | 64.05 |
| 2020-12-31 | $939k | 15k | 62.70 |
| 2020-09-30 | $2.7M | 46k | 59.38 |
| 2020-06-30 | $2.6M | 47k | 56.43 |
| 2020-03-31 | $1.8M | 33k | 55.40 |
| 2019-12-31 | $989k | 15k | 64.65 |
| 2019-09-30 | $958k | 15k | 64.77 |
| 2019-06-30 | $6.1M | 107k | 56.88 |
| 2019-03-31 | $7.2M | 123k | 58.17 |
| 2018-12-31 | $4.0M | 76k | 52.92 |
| 2018-09-30 | $3.5M | 68k | 52.48 |
More positions owned by Integrated Wealth Concepts
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