Utilities SPDR shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 45k | 80.78 |
| 2024-06-30 | $3.0M | 45k | 68.14 |
| 2024-03-31 | $1.5M | 22k | 65.65 |
| 2023-12-31 | $1.4M | 21k | 63.33 |
| 2023-09-30 | $1.2M | 20k | 58.93 |
| 2023-06-30 | $2.5M | 39k | 64.60 |
| 2023-03-31 | $1.4M | 20k | 67.69 |
| 2022-12-31 | $1.5M | 21k | 70.50 |
| 2022-09-30 | $791k | 12k | 65.51 |
| 2022-06-30 | $625k | 8.9k | 70.11 |
| 2022-03-31 | $701k | 9.4k | 74.45 |
| 2021-12-31 | $644k | 9.0k | 71.58 |
| 2020-12-31 | $58k | 932 | 62.23 |
| 2011-09-30 | $791k | 12k | 65.51 |
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