Utilities SPDR shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by RPg Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 26k | 75.69 |
| 2024-09-30 | $1.8M | 23k | 80.78 |
| 2024-06-30 | $1.6M | 23k | 68.14 |
| 2024-03-31 | $1.5M | 22k | 65.65 |
| 2023-12-31 | $1.3M | 21k | 63.33 |
| 2023-06-30 | $1.5M | 22k | 65.44 |
| 2023-03-31 | $1.4M | 21k | 67.69 |
| 2022-12-31 | $1.4M | 19k | 70.50 |
| 2022-06-30 | $456k | 6.5k | 70.07 |
| 2022-03-31 | $1.2M | 16k | 74.46 |
| 2021-12-31 | $846k | 12k | 71.58 |
| 2021-09-30 | $677k | 11k | 63.88 |
| 2021-06-30 | $424k | 6.7k | 63.23 |
| 2020-12-31 | $429k | 6.8k | 62.70 |
| 2020-09-30 | $406k | 6.8k | 59.38 |
| 2020-06-30 | $441k | 7.8k | 56.43 |
| 2020-03-31 | $58k | 1.0k | 55.41 |
| 2019-12-31 | $82k | 1.3k | 64.62 |
| 2019-09-30 | $81k | 1.3k | 64.72 |
| 2019-06-30 | $75k | 1.3k | 59.63 |
| 2019-03-31 | $58k | 1.0k | 58.17 |
| 2017-06-30 | $59k | 1.1k | 51.96 |
| 2017-03-31 | $70k | 1.4k | 51.31 |
| 2016-09-30 | $19k | 393 | 48.99 |
| 2016-06-30 | $14k | 273 | 52.47 |
| 2016-03-31 | $17k | 333 | 49.62 |
More positions owned by RPg Family Wealth Advisory
View all positions for RPg Family Wealth Advisory