Utilities SPDR shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Midland Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $883k | 11k | 80.78 |
2024-06-30 | $754k | 11k | 68.14 |
2024-03-31 | $837k | 13k | 65.65 |
2023-12-31 | $943k | 15k | 63.33 |