Utilities SPDR shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 55k | 75.69 |
| 2024-09-30 | $3.9M | 49k | 80.78 |
| 2024-06-30 | $1.7M | 25k | 68.14 |
| 2024-03-31 | $1.1M | 16k | 65.65 |
| 2023-06-30 | $457k | 7.0k | 65.44 |
| 2023-03-31 | $610k | 9.0k | 67.69 |
| 2022-12-31 | $863k | 12k | 70.50 |
| 2022-09-30 | $4.2M | 64k | 65.52 |
| 2022-06-30 | $3.8M | 55k | 70.13 |
| 2022-03-31 | $3.7M | 49k | 74.46 |
| 2021-12-31 | $3.0M | 42k | 71.59 |
| 2021-09-30 | $2.5M | 39k | 63.88 |
| 2019-03-31 | $426k | 7.3k | 58.22 |
| 2018-12-31 | $318k | 6.0k | 52.85 |
| 2018-09-30 | $330k | 6.3k | 52.70 |
| 2018-06-30 | $309k | 6.0k | 51.83 |
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