Utilities SPDR shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $62k | 1.1k | 59.05 |
| 2020-06-30 | $45k | 800 | 56.25 |
| 2020-03-31 | $44k | 800 | 55.00 |
| 2019-12-31 | $19k | 300 | 63.33 |
| 2019-09-30 | $19k | 300 | 63.33 |
| 2019-06-30 | $18k | 300 | 60.00 |
| 2019-03-31 | $17k | 300 | 56.67 |
| 2018-12-31 | $16k | 300 | 53.33 |
| 2018-09-30 | $16k | 300 | 53.33 |
| 2018-06-30 | $16k | 300 | 53.33 |
| 2018-03-31 | $5.0k | 100 | 50.00 |