Utilities SPDR shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $237k | 2.9k | 80.78 |
| 2024-06-30 | $200k | 2.9k | 68.14 |
| 2024-03-31 | $190k | 2.9k | 65.65 |
| 2023-12-31 | $184k | 2.9k | 63.33 |
| 2023-09-30 | $172k | 2.9k | 58.93 |
| 2023-06-30 | $223k | 3.4k | 65.44 |
| 2023-03-31 | $258k | 3.8k | 67.69 |
| 2022-12-31 | $272k | 3.9k | 70.50 |
| 2022-09-30 | $255k | 3.9k | 65.73 |
| 2022-06-30 | $276k | 3.9k | 70.01 |
| 2022-03-31 | $283k | 3.8k | 74.61 |
| 2021-12-31 | $271k | 4.4k | 62.22 |
| 2021-09-30 | $260k | 4.1k | 64.09 |
| 2021-06-30 | $276k | 4.4k | 63.35 |
| 2021-03-31 | $279k | 4.4k | 64.10 |
| 2020-12-31 | $272k | 4.4k | 62.59 |
| 2020-09-30 | $302k | 5.1k | 59.40 |
| 2020-06-30 | $423k | 7.5k | 56.56 |
| 2020-03-31 | $1.2M | 22k | 55.42 |
| 2019-12-31 | $306k | 4.7k | 64.76 |
| 2019-09-30 | $306k | 4.7k | 64.76 |
| 2019-06-30 | $281k | 4.7k | 59.53 |
| 2019-03-31 | $286k | 4.9k | 58.08 |
| 2018-12-31 | $273k | 5.2k | 52.87 |
| 2018-09-30 | $282k | 5.4k | 52.52 |
| 2018-06-30 | $278k | 5.4k | 51.83 |
| 2018-03-31 | $287k | 5.7k | 50.50 |
| 2017-12-31 | $301k | 5.7k | 52.65 |
| 2017-09-30 | $293k | 5.5k | 52.96 |
| 2017-06-30 | $361k | 6.9k | 52.01 |
| 2017-03-31 | $380k | 7.4k | 51.27 |
| 2016-12-31 | $377k | 7.8k | 48.52 |
| 2016-09-30 | $381k | 7.8k | 48.94 |
| 2016-06-30 | $498k | 9.5k | 52.47 |
| 2016-03-31 | $474k | 9.5k | 49.60 |
| 2015-12-31 | $413k | 9.5k | 43.28 |
| 2015-09-30 | $414k | 9.6k | 43.25 |
| 2015-06-30 | $395k | 9.6k | 41.39 |
| 2015-03-31 | $425k | 9.6k | 44.47 |
| 2014-12-31 | $371k | 7.9k | 47.21 |
| 2014-09-30 | $330k | 7.9k | 42.07 |
| 2014-06-30 | $712k | 19k | 37.94 |
| 2014-03-31 | $313k | 7.6k | 41.39 |
| 2013-12-31 | $712k | 19k | 37.94 |
| 2013-09-30 | $701k | 19k | 37.36 |
| 2013-06-30 | $2.1M | 55k | 37.64 |
More positions owned by Old Second Wealth Management
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