Utilities SPDR shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Modera 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 Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 30k | 80.78 |
| 2024-06-30 | $2.0M | 29k | 68.14 |
| 2024-03-31 | $2.0M | 31k | 65.65 |
| 2023-12-31 | $2.0M | 32k | 63.33 |
| 2023-09-30 | $2.0M | 35k | 58.93 |
| 2023-06-30 | $2.5M | 38k | 65.44 |