Utilities SPDR shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 16k | 87.21 |
| 2025-06-30 | $1.2M | 15k | 81.66 |
| 2025-03-31 | $1.3M | 16k | 78.85 |
| 2024-12-31 | $1.3M | 17k | 75.69 |
| 2024-09-30 | $1.3M | 16k | 80.78 |
| 2024-06-30 | $1.1M | 17k | 68.14 |
| 2024-03-31 | $1.5M | 22k | 65.65 |
| 2023-12-31 | $36k | 566 | 63.33 |
| 2023-09-30 | $74k | 1.2k | 58.93 |
| 2023-06-30 | $334k | 5.1k | 65.44 |
| 2023-03-31 | $421k | 6.2k | 67.69 |
| 2022-12-31 | $40k | 567 | 70.50 |
| 2022-09-30 | $37k | 567 | 65.26 |
| 2020-12-31 | $8.0k | 137 | 58.39 |
| 2018-06-30 | $10k | 200 | 50.00 |
| 2015-03-31 | $0 | 0 | 0.00 |
More positions owned by Nelson, Van Denburg & Campbell Wealth Management
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