Utilities SPDR shares owned by Patriot Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Patriot Wealth Management
from 13F filings
Historical chart of Patriot Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Patriot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $13M | 240k | 52.92 |
| 2018-09-30 | $13M | 246k | 52.65 |
| 2018-06-30 | $17M | 333k | 51.96 |
| 2018-03-31 | $17M | 326k | 50.53 |
| 2017-12-31 | $13M | 244k | 52.68 |
| 2017-09-30 | $9.7M | 184k | 53.05 |
| 2017-06-30 | $13M | 257k | 51.96 |
| 2017-03-31 | $13M | 249k | 51.31 |
| 2016-12-31 | $15M | 315k | 48.57 |
| 2016-09-30 | $13M | 264k | 48.99 |
| 2016-06-30 | $14M | 272k | 52.47 |
| 2016-03-31 | $13M | 265k | 49.62 |
| 2015-12-31 | $11M | 261k | 43.28 |
| 2015-09-30 | $11M | 260k | 43.29 |
| 2015-06-30 | $11M | 253k | 41.46 |
| 2015-03-31 | $11M | 250k | 44.43 |
| 2014-12-31 | $8.7M | 184k | 47.22 |
| 2014-09-30 | $7.6M | 180k | 42.09 |
| 2014-06-30 | $7.8M | 175k | 44.26 |
| 2014-03-31 | $9.7M | 233k | 41.46 |
| 2013-12-31 | $8.7M | 229k | 37.97 |
| 2013-09-30 | $8.6M | 231k | 37.37 |
| 2013-06-30 | $0 | 0 | 0.00 |
| 2013-03-31 | $3.4M | 86k | 39.10 |
| 2012-09-30 | $3.1M | 84k | 36.39 |
| 2012-06-30 | $3.1M | 85k | 36.99 |
| 2012-03-31 | $2.8M | 81k | 35.04 |
| 2011-12-31 | $2.9M | 80k | 35.98 |
| 2011-09-30 | $2.7M | 80k | 33.62 |
| 2011-06-30 | $3.9M | 117k | 33.48 |
| 2011-03-31 | $4.2M | 132k | 31.87 |
| 2010-12-31 | $4.0M | 129k | 31.34 |