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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

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Quarterly 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

More positions owned by NEIRG Wealth Management