Utilities SPDR shares owned by Prentice Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Prentice Wealth Management
from 13F filings
Historical chart of Prentice Wealth Management investment in Utilities SPDR
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Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Prentice Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $864k | 11k | 80.78 |
2024-06-30 | $770k | 11k | 68.14 |
2024-03-31 | $742k | 11k | 65.65 |
2023-09-30 | $714k | 12k | 58.93 |
2023-06-30 | $584k | 8.9k | 65.44 |
2023-03-31 | $586k | 8.6k | 67.69 |
2022-03-31 | $476k | 6.4k | 74.43 |
2021-12-31 | $442k | 6.2k | 71.72 |
2021-06-30 | $287k | 4.5k | 63.13 |
2021-03-31 | $304k | 4.8k | 63.97 |
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