Utilities SPDR shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Kerntke Otto McGlone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 20k | 65.65 |
| 2023-12-31 | $1.3M | 20k | 63.33 |
| 2023-09-30 | $1.2M | 20k | 58.93 |
| 2023-06-30 | $1.2M | 18k | 65.45 |
| 2023-03-31 | $1.2M | 18k | 67.70 |
| 2022-12-31 | $1.2M | 17k | 70.51 |
| 2022-09-30 | $1.1M | 17k | 65.52 |
| 2022-06-30 | $1.3M | 18k | 70.15 |
| 2021-12-31 | $1.3M | 18k | 71.57 |
| 2021-06-30 | $1.8M | 29k | 63.22 |
| 2021-03-31 | $1.8M | 29k | 64.04 |
| 2020-12-31 | $1.8M | 28k | 62.72 |
| 2020-09-30 | $1.8M | 30k | 59.37 |
| 2020-06-30 | $1.7M | 31k | 56.42 |
| 2020-03-31 | $1.7M | 31k | 55.42 |
| 2019-12-31 | $2.2M | 34k | 64.61 |
More positions owned by Kerntke Otto McGlone Wealth Management Group
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