Utilities SPDR shares owned by LBA Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by LBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $13k | 250 | 52.00 |
| 2016-12-31 | $12k | 250 | 48.00 |
| 2016-09-30 | $51k | 1.0k | 49.04 |
| 2016-06-30 | $55k | 1.0k | 52.88 |
| 2016-03-31 | $52k | 1.0k | 50.00 |
| 2015-12-31 | $79k | 1.8k | 43.17 |
| 2015-09-30 | $79k | 1.8k | 43.17 |
| 2015-06-30 | $10k | 250 | 40.00 |
| 2015-03-31 | $11k | 250 | 44.00 |
| 2014-12-31 | $12k | 250 | 48.00 |
| 2014-09-30 | $11k | 250 | 44.00 |
| 2014-06-30 | $11k | 250 | 44.00 |
| 2014-03-31 | $10k | 250 | 40.00 |
| 2013-12-31 | $19k | 500 | 38.00 |