Utilities SPDR shares owned by Paradigm, Strategies in Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Paradigm, Strategies in Wealth Management
from 13F filings
Historical chart of Paradigm, Strategies in Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Paradigm, Strategies in Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $566k | 7.0k | 80.78 |
| 2024-06-30 | $496k | 7.3k | 68.14 |
| 2024-03-31 | $477k | 7.3k | 65.65 |
| 2023-12-31 | $464k | 7.3k | 63.33 |
| 2023-09-30 | $488k | 8.3k | 58.93 |
| 2023-06-30 | $547k | 8.4k | 65.44 |
| 2023-03-31 | $576k | 8.5k | 67.69 |
| 2022-12-31 | $599k | 8.5k | 70.50 |
| 2022-09-30 | $560k | 8.5k | 65.52 |
| 2022-06-30 | $567k | 8.1k | 70.10 |
| 2022-03-31 | $566k | 7.6k | 74.47 |
| 2021-12-31 | $543k | 7.6k | 71.52 |
| 2021-09-30 | $484k | 7.6k | 63.84 |
| 2021-06-30 | $479k | 7.6k | 63.26 |
| 2021-03-31 | $468k | 7.3k | 64.00 |
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