Utilities SPDR shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lake Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $10k | 141 | 70.92 |
| 2022-03-31 | $9.0k | 115 | 78.26 |
| 2021-12-31 | $8.0k | 115 | 69.57 |
| 2021-09-30 | $7.0k | 115 | 60.87 |
| 2021-06-30 | $7.0k | 115 | 60.87 |
| 2020-03-31 | $6.0k | 115 | 52.17 |
| 2019-12-31 | $7.0k | 115 | 60.87 |
| 2019-06-30 | $8.0k | 136 | 58.82 |
| 2019-03-31 | $8.0k | 136 | 58.82 |
| 2018-12-31 | $6.0k | 115 | 52.17 |
More positions owned by Lake Point Wealth Management
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