Utilities SPDR shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Laurel Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 26k | 80.78 |
2024-06-30 | $1.7M | 25k | 68.14 |
2024-03-31 | $1.7M | 26k | 65.65 |
2023-09-30 | $1.3M | 21k | 58.93 |
2023-06-30 | $1.4M | 21k | 65.44 |
2023-03-31 | $1.5M | 22k | 67.69 |
2022-12-31 | $1.4M | 20k | 70.50 |
2022-09-30 | $1.2M | 19k | 65.50 |
2022-06-30 | $1.2M | 18k | 70.14 |
2022-03-31 | $1.3M | 18k | 74.49 |
2021-12-31 | $1.2M | 17k | 71.61 |
2021-09-30 | $1.1M | 17k | 63.89 |
2021-06-30 | $1.1M | 17k | 63.24 |
2021-03-31 | $1.0M | 16k | 64.02 |
2020-12-31 | $1.0M | 16k | 62.73 |
2020-09-30 | $867k | 15k | 59.36 |
2020-06-30 | $835k | 15k | 56.43 |
2020-03-31 | $798k | 14k | 55.40 |
2019-12-31 | $973k | 15k | 64.63 |
2019-09-30 | $953k | 15k | 64.73 |
2019-06-30 | $818k | 14k | 59.65 |
2019-03-31 | $780k | 13k | 58.20 |
2018-12-31 | $696k | 13k | 52.95 |
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