Utilities SPDR shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $463k | 5.7k | 80.78 |
| 2024-06-30 | $387k | 5.7k | 68.14 |