Utilities SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $254k | 3.1k | 80.79 |
| 2024-06-30 | $437k | 6.4k | 68.14 |
| 2024-03-31 | $413k | 6.3k | 65.65 |
| 2023-12-31 | $387k | 6.1k | 63.33 |
| 2023-03-31 | $314k | 4.6k | 67.69 |
| 2022-12-31 | $325k | 4.6k | 70.50 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management