Utilities SPDR shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Moulton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Moulton Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.7M | 46k | 81.31 |
2024-06-30 | $915k | 13k | 69.18 |
2021-12-31 | $426k | 6.0k | 70.98 |
2021-09-30 | $2.1M | 33k | 63.89 |
2020-09-30 | $3.5M | 54k | 63.89 |
2020-06-30 | $3.1M | 54k | 57.91 |
2019-12-31 | $7.4M | 115k | 63.94 |