Utilities SPDR shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 70k | 80.79 |
| 2024-06-30 | $3.9M | 57k | 68.14 |
| 2024-03-31 | $1.6M | 24k | 65.65 |
| 2023-12-31 | $1.5M | 24k | 63.33 |
| 2023-09-30 | $1.4M | 24k | 58.93 |
| 2023-06-30 | $4.1M | 62k | 65.44 |
| 2023-03-31 | $1.5M | 22k | 67.69 |
| 2022-12-31 | $1.6M | 23k | 70.50 |
| 2022-09-30 | $1.7M | 29k | 57.81 |
| 2022-06-30 | $1.7M | 25k | 70.49 |
| 2022-03-31 | $937k | 13k | 74.07 |
| 2021-12-31 | $696k | 9.7k | 71.75 |