Utilities SPDR shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Private 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 Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 69k | 81.43 |
| 2024-06-30 | $3.3M | 48k | 67.67 |
| 2022-12-31 | $7.5M | 106k | 70.50 |
| 2022-09-30 | $5.0M | 77k | 65.51 |
| 2022-06-30 | $5.8M | 77k | 75.49 |
| 2022-03-31 | $2.8M | 37k | 74.46 |
| 2021-12-31 | $1.3M | 18k | 71.60 |
| 2021-09-30 | $2.4M | 36k | 66.75 |
| 2021-06-30 | $2.4M | 38k | 63.23 |
| 2021-03-31 | $2.4M | 38k | 64.04 |
| 2020-12-31 | $4.1M | 65k | 62.62 |
| 2020-09-30 | $6.4M | 108k | 59.38 |
| 2020-06-30 | $6.8M | 120k | 56.43 |
| 2020-03-31 | $6.2M | 112k | 55.41 |
| 2019-12-31 | $4.0M | 62k | 64.61 |