Utilities SPDR shares owned by Koa Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Koa Wealth Management
from 13F filings
Historical chart of Koa Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Koa 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 Koa Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.0M | 38k | 80.78 |
2024-06-30 | $2.7M | 39k | 68.14 |
2024-03-31 | $2.5M | 38k | 65.65 |
2023-12-31 | $1.2M | 18k | 63.33 |