Utilities SPDR shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $212k | 3.2k | 65.65 |
| 2023-12-31 | $214k | 3.4k | 63.33 |
| 2023-09-30 | $211k | 3.6k | 58.93 |
| 2023-06-30 | $313k | 4.8k | 65.45 |
| 2023-03-31 | $353k | 5.2k | 67.69 |
| 2022-12-31 | $393k | 5.6k | 70.49 |
| 2022-09-30 | $364k | 5.5k | 65.60 |
| 2022-06-30 | $387k | 5.5k | 70.16 |
| 2022-03-31 | $411k | 5.5k | 74.52 |
| 2021-12-31 | $633k | 8.8k | 71.56 |
| 2021-09-30 | $542k | 8.5k | 63.92 |
| 2021-06-30 | $789k | 13k | 63.20 |
| 2021-03-31 | $808k | 13k | 64.02 |
| 2020-12-31 | $800k | 13k | 62.69 |