Utilities SPDR shares owned by Legacy Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $230k | 3.0k | 75.69 |
| 2019-06-30 | $3.0k | 52 | 57.69 |
| 2019-03-31 | $3.0k | 52 | 57.69 |