Utilities SPDR shares owned by NEIRG Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by NEIRG Wealth Management
from 13F filings
Historical chart of NEIRG Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by NEIRG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by NEIRG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $3.9M | 60k | 65.44 |
| 2023-03-31 | $7.5M | 112k | 67.69 |
| 2022-12-31 | $14M | 201k | 70.50 |
| 2022-09-30 | $13M | 198k | 65.51 |
| 2022-06-30 | $11M | 157k | 70.13 |
| 2022-03-31 | $11M | 144k | 74.46 |
| 2021-12-31 | $10M | 142k | 71.58 |
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