Utilities SPDR shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $241k | 3.7k | 65.44 |
| 2023-03-31 | $166k | 2.5k | 67.69 |
| 2022-12-31 | $181k | 2.6k | 70.50 |
| 2022-09-30 | $205k | 3.1k | 65.47 |
| 2022-06-30 | $220k | 3.1k | 70.09 |
| 2022-03-31 | $207k | 2.8k | 74.46 |
| 2021-12-31 | $192k | 2.7k | 71.54 |
| 2021-09-30 | $163k | 2.5k | 64.00 |
| 2021-06-30 | $139k | 2.2k | 63.10 |
| 2021-03-31 | $116k | 1.8k | 63.95 |
| 2020-12-31 | $55k | 881 | 62.43 |